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 | $119,267 | $96,484+23.6% | $156,263-23.7% | $74,304+60.5% |
| Participation rate | 62.7% | 67.7%-5.0pp | 78.9%-16.2pp | 60.3%+2.3pp |
| Annual return | 13.19% | 17.73%-4.5pp | 59.47%-46.3pp | 29.43%-16.2pp |
| Employer contribution / active EE | $737 | $2,528-70.9% | $4,333-83.0% | $2,241-67.1% |
| Participant deferral / active EE | $2,360 | $4,286-44.9% | $6,158-61.7% | $3,767-37.4% |
| Admin fee / account holder | $7,065 | $3,728+89.5% | $14,255-50.4% | $2,969+138.0% |