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 | $56,312 | $85,766-34.3% | $136,294-58.7% | $70,131-19.7% |
| Participation rate | 67.0% | 74.2%-7.1pp | 81.9%-14.9pp | 69.5%-2.5pp |
| Annual return | 33.10% | 31.45%+1.7pp | 5155.94%-5122.8pp | 73.14%-40.0pp |
| Employer contribution / active EE | $3,311 | $2,966+11.6% | $4,695-29.5% | $2,342+41.4% |
| Participant deferral / active EE | $5,638 | $5,051+11.6% | $6,247-9.8% | $3,332+69.2% |
| Admin fee / account holder | $3,890 | $5,420-28.2% | $9,243-57.9% | $4,645-16.3% |