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 | $44,678 | $56,317-20.7% | $71,209-37.3% | $74,304-39.9% |
| Participation rate | 48.8% | 55.1%-6.3pp | 73.8%-24.9pp | 60.3%-11.5pp |
| Annual return | 22.18% | 42.83%-20.6pp | 282.51%-260.3pp | 29.43%-7.2pp |
| Employer contribution / active EE | $989 | $2,160-54.2% | $2,721-63.6% | $2,241-55.9% |
| Participant deferral / active EE | $1,812 | $2,788-35.0% | $4,175-56.6% | $3,767-51.9% |
| Admin fee / account holder | $4,043 | $2,290+76.6% | $5,349-24.4% | $2,969+36.2% |