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 | $45,260 | $61,272-26.1% | $149,673-69.8% | $71,457-36.7% |
| Participation rate | 61.0% | 62.5%-1.5pp | 78.8%-17.8pp | 67.9%-6.9pp |
| Annual return | 23.29% | 35.85%-12.6pp | 134.42%-111.1pp | 28.85%-5.6pp |
| Employer contribution / active EE | $619 | $2,378-74.0% | $4,818-87.1% | $2,588-76.1% |
| Participant deferral / active EE | $1,903 | $2,917-34.8% | $5,680-66.5% | $4,289-55.6% |
| Admin fee / account holder | $12,207 | $1,261+867.7% | $13,210-7.6% | $1,587+669.0% |