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 | $69,991 | $71,516-2.1% | $98,439-28.9% | $71,457-2.1% |
| Participation rate | 52.8% | 72.7%-19.9pp | 75.2%-22.4pp | 67.9%-15.1pp |
| Annual return | 14.67% | 32.41%-17.7pp | 21.16%-6.5pp | 28.85%-14.2pp |
| Employer contribution / active EE | $749 | $2,399-68.8% | $3,048-75.4% | $2,588-71.1% |
| Participant deferral / active EE | $2,601 | $4,109-36.7% | $4,738-45.1% | $4,289-39.4% |
| Admin fee / account holder | $1,405 | $1,675-16.1% | $8,948-84.3% | $1,587-11.5% |