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 | $113,585 | $96,484+17.7% | $156,263-27.3% | $74,304+52.9% |
| Participation rate | 67.9% | 67.7%+0.2pp | 78.9%-11.1pp | 60.3%+7.5pp |
| Annual return | 14.66% | 17.73%-3.1pp | 59.47%-44.8pp | 29.43%-14.8pp |
| Employer contribution / active EE | $981 | $2,528-61.2% | $4,333-77.4% | $2,241-56.2% |
| Participant deferral / active EE | $2,674 | $4,286-37.6% | $6,158-56.6% | $3,767-29.0% |
| Admin fee / account holder | $20,317 | $3,728+445.0% | $14,255+42.5% | $2,969+584.3% |