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 | $80,864 | $89,652-9.8% | $141,162-42.7% | $65,185+24.1% |
| Participation rate | 69.9% | 74.7%-4.8pp | 82.5%-12.6pp | 70.2%-0.3pp |
| Annual return | 29.53% | 32.79%-3.3pp | 71.39%-41.9pp | 29.38%+0.1pp |
| Employer contribution / active EE | $2,928 | $3,065-4.4% | $4,735-38.2% | $2,177+34.5% |
| Participant deferral / active EE | $6,779 | $5,691+19.1% | $6,709+1.0% | $3,514+92.9% |
| Admin fee / account holder | $14,313 | $569+2417.6% | $10,261+39.5% | $847+1589.7% |