See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,691 | $76,670-36.5% | $96,683-49.6% | $71,457-31.9% |
| Participation rate | 65.5% | 66.6%-1.1pp | 74.3%-8.9pp | 67.9%-2.5pp |
| Annual return | 44.34% | 48.29%-4.0pp | 35.69%+8.6pp | 28.85%+15.5pp |
| Employer contribution / active EE | $2,406 | $3,031-20.6% | $3,737-35.6% | $2,588-7.0% |
| Participant deferral / active EE | $3,212 | $3,771-14.8% | $4,878-34.2% | $4,289-25.1% |
| Admin fee / account holder | $2,862 | $2,028+41.1% | $6,730-57.5% | $1,587+80.3% |