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 | $58,602 | $76,050-22.9% | $96,544-39.3% | $71,457-18.0% |
| Participation rate | 33.8% | 74.4%-40.6pp | 76.0%-42.1pp | 67.9%-34.1pp |
| Annual return | 16.88% | 22.81%-5.9pp | 25.84%-9.0pp | 28.85%-12.0pp |
| Employer contribution / active EE | $972 | $2,244-56.7% | $2,965-67.2% | $2,588-62.4% |
| Participant deferral / active EE | $2,272 | $4,215-46.1% | $4,851-53.2% | $4,289-47.0% |
| Admin fee / account holder | $4,190 | $2,707+54.8% | $8,252-49.2% | $1,587+164.0% |