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 | $33,111 | $49,915-33.7% | $154,803-78.6% | $74,304-55.4% |
| Participation rate | 55.8% | 54.0%+1.9pp | 78.1%-22.3pp | 60.3%-4.5pp |
| Annual return | 17.18% | 34.06%-16.9pp | 58.88%-41.7pp | 29.43%-12.3pp |
| Employer contribution / active EE | $505 | $1,611-68.7% | $4,305-88.3% | $2,241-77.5% |
| Participant deferral / active EE | $1,653 | $2,255-26.7% | $5,540-70.2% | $3,767-56.1% |
| Admin fee / account holder | $961 | $2,189-56.1% | $14,329-93.3% | $2,969-67.6% |