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 | $102,708 | $53,053+93.6% | $126,539-18.8% | $74,304+38.2% |
| Participation rate | 37.4% | 48.0%-10.7pp | 69.8%-32.4pp | 60.3%-23.0pp |
| Annual return | 17.25% | 29.46%-12.2pp | 425.95%-408.7pp | 29.43%-12.2pp |
| Employer contribution / active EE | $1,140 | $1,168-2.4% | $3,674-69.0% | $2,241-49.2% |
| Participant deferral / active EE | $1,832 | $2,303-20.4% | $4,083-55.1% | $3,767-51.4% |
| Admin fee / account holder | $4,787 | $3,698+29.4% | $6,065-21.1% | $2,969+61.2% |