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 | $34,871 | $58,264-40.2% | $86,612-59.7% | $71,457-51.2% |
| Participation rate | 60.0% | 65.0%-5.0pp | 71.7%-11.7pp | 67.9%-7.9pp |
| Annual return | 15.31% | 21.63%-6.3pp | 591.07%-575.8pp | 28.85%-13.5pp |
| Employer contribution / active EE | $565 | $2,574-78.0% | $3,022-81.3% | $2,588-78.1% |
| Participant deferral / active EE | $1,564 | $3,436-54.5% | $4,438-64.8% | $4,289-63.5% |
| Admin fee / account holder | $586 | $1,057-44.6% | $5,614-89.6% | $1,587-63.1% |