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 | $29,204 | $43,423-32.7% | $78,689-62.9% | $55,167-47.1% |
| Participation rate | 60.5% | 68.0%-7.5pp | 73.6%-13.1pp | 69.0%-8.5pp |
| Annual return | 19.03% | 11.53%+7.5pp | 62.18%-43.1pp | 169.23%-150.2pp |
| Employer contribution / active EE | $707 | $1,997-64.6% | $2,851-75.2% | $1,963-64.0% |
| Participant deferral / active EE | $1,399 | $2,509-44.2% | $3,517-60.2% | $3,054-54.2% |
| Admin fee / account holder | $1,096 | $416+163.3% | $4,510-75.7% | $504+117.5% |