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 | $109,984 | $84,556+30.1% | $116,228-5.4% | $74,304+48.0% |
| Participation rate | 50.5% | 66.0%-15.5pp | 74.6%-24.0pp | 60.3%-9.8pp |
| Annual return | 14.13% | 18.35%-4.2pp | 90.06%-75.9pp | 29.43%-15.3pp |
| Employer contribution / active EE | $1,621 | $2,168-25.2% | $2,994-45.9% | $2,241-27.7% |
| Participant deferral / active EE | $2,432 | $3,814-36.3% | $4,953-50.9% | $3,767-35.5% |
| Admin fee / account holder | $5,908 | $3,792+55.8% | $11,989-50.7% | $2,969+99.0% |