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 | $78,958 | $100,923-21.8% | $150,045-47.4% | $74,304+6.3% |
| Participation rate | 61.7% | 70.1%-8.4pp | 82.3%-20.7pp | 60.3%+1.3pp |
| Annual return | 15.57% | 51.77%-36.2pp | 62.55%-47.0pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,376 | $3,463-60.3% | $4,693-70.7% | $2,241-38.6% |
| Participant deferral / active EE | $4,179 | $6,709-37.7% | $7,997-47.7% | $3,767+10.9% |
| Admin fee / account holder | $12,999 | $2,767+369.8% | $13,435-3.2% | $2,969+337.8% |