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 | $94,415 | $88,634+6.5% | $101,326-6.8% | $74,304+27.1% |
| Participation rate | 45.1% | 76.9%-31.7pp | 81.5%-36.4pp | 60.3%-15.2pp |
| Annual return | 16.56% | 33.10%-16.5pp | 36.82%-20.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,937 | $2,930-33.9% | $3,665-47.2% | $2,241-13.6% |
| Participant deferral / active EE | $3,787 | $7,322-48.3% | $7,994-52.6% | $3,767+0.5% |
| Admin fee / account holder | $11,194 | $2,425+361.6% | $11,185+0.1% | $2,969+277.1% |