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 | $81,284 | $80,724+0.7% | $103,333-21.3% | $74,495+9.1% |
| Participation rate | 47.0% | 65.7%-18.7pp | 74.5%-27.5pp | 67.2%-20.2pp |
| Annual return | 13.77% | 27.56%-13.8pp | 24.88%-11.1pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,947 | $3,157-38.3% | $3,868-49.7% | $2,623-25.8% |
| Participant deferral / active EE | $3,850 | $3,860-0.3% | $5,057-23.9% | $4,346-11.4% |
| Admin fee / account holder | $4,521 | $2,368+90.9% | $8,355-45.9% | $1,942+132.8% |