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 | $118,591 | $96,484+22.9% | $156,263-24.1% | $74,304+59.6% |
| Participation rate | 42.2% | 67.7%-25.5pp | 78.9%-36.8pp | 60.3%-18.2pp |
| Annual return | 18.61% | 17.73%+0.9pp | 59.47%-40.9pp | 29.43%-10.8pp |
| Employer contribution / active EE | $1,578 | $2,528-37.6% | $4,333-63.6% | $2,241-29.6% |
| Participant deferral / active EE | $3,207 | $4,286-25.2% | $6,158-47.9% | $3,767-14.9% |
| Admin fee / account holder | $3,503 | $3,728-6.0% | $14,255-75.4% | $2,969+18.0% |