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 | $47,105-5.2% | $68,368-34.6% | $67,986-34.3% |
| Participation rate | 48.8% | 51.8%-3.0pp | 73.8%-24.9pp | 57.2%-8.4pp |
| Annual return | 22.18% | 48.37%-26.2pp | 292.57%-270.4pp | 31.67%-9.5pp |
| Employer contribution / active EE | $989 | $1,859-46.8% | $2,649-62.7% | $2,019-51.0% |
| Participant deferral / active EE | $1,812 | $2,374-23.7% | $4,123-56.0% | $3,358-46.0% |
| Admin fee / account holder | $4,043 | $2,435+66.1% | $5,150-21.5% | $3,203+26.2% |