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 | $68,082 | $49,915+36.4% | $154,803-56.0% | $74,304-8.4% |
| Participation rate | 42.7% | 54.0%-11.2pp | 78.1%-35.4pp | 60.3%-17.6pp |
| Annual return | 13.67% | 34.06%-20.4pp | 58.88%-45.2pp | 29.43%-15.8pp |
| Employer contribution / active EE | $814 | $1,611-49.5% | $4,305-81.1% | $2,241-63.7% |
| Participant deferral / active EE | $887 | $2,255-60.6% | $5,540-84.0% | $3,767-76.4% |
| Admin fee / account holder | $5,144 | $2,189+135.0% | $14,329-64.1% | $2,969+73.3% |