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 | $95,866 | $86,944+10.3% | $107,525-10.8% | $74,304+29.0% |
| Participation rate | 41.1% | 59.6%-18.4pp | 75.1%-34.0pp | 60.3%-19.2pp |
| Annual return | 21.65% | 23.52%-1.9pp | 181.32%-159.7pp | 29.43%-7.8pp |
| Employer contribution / active EE | $1,847 | $2,757-33.0% | $3,754-50.8% | $2,241-17.6% |
| Participant deferral / active EE | $3,295 | $3,554-7.3% | $5,116-35.6% | $3,767-12.5% |
| Admin fee / account holder | $3,704 | $3,727-0.6% | $8,919-58.5% | $2,969+24.8% |