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 | $69,373 | $75,183-7.7% | $123,892-44.0% | $55,167+25.8% |
| Participation rate | 63.6% | 72.8%-9.2pp | 81.4%-17.8pp | 69.0%-5.4pp |
| Annual return | 11.97% | 19.01%-7.0pp | 47.52%-35.5pp | 169.23%-157.3pp |
| Employer contribution / active EE | $2,691 | $2,823-4.7% | $4,617-41.7% | $1,963+37.1% |
| Participant deferral / active EE | $6,435 | $5,084+26.6% | $5,984+7.5% | $3,054+110.7% |
| Admin fee / account holder | $5,656 | $663+753.8% | $8,357-32.3% | $504+1022.5% |