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 | $67,345 | $91,407-26.3% | $135,903-50.4% | $71,457-5.8% |
| Participation rate | 65.9% | 75.7%-9.7pp | 81.9%-16.0pp | 67.9%-2.0pp |
| Annual return | 43.18% | 29.90%+13.3pp | 68.23%-25.1pp | 28.85%+14.3pp |
| Employer contribution / active EE | $2,162 | $3,703-41.6% | $4,856-55.5% | $2,588-16.5% |
| Participant deferral / active EE | $3,211 | $7,092-54.7% | $7,758-58.6% | $4,289-25.1% |
| Admin fee / account holder | $2,837 | $1,266+124.1% | $10,762-73.6% | $1,587+78.7% |