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 | $62,237 | $76,670-18.8% | $96,683-35.6% | $71,457-12.9% |
| Participation rate | 49.0% | 66.6%-17.5pp | 74.3%-25.3pp | 67.9%-18.9pp |
| Annual return | 16.76% | 48.29%-31.5pp | 35.69%-18.9pp | 28.85%-12.1pp |
| Employer contribution / active EE | $2,493 | $3,031-17.8% | $3,737-33.3% | $2,588-3.7% |
| Participant deferral / active EE | $5,108 | $3,771+35.4% | $4,878+4.7% | $4,289+19.1% |
| Admin fee / account holder | $6,100 | $2,028+200.7% | $6,730-9.4% | $1,587+284.3% |