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 | $41,969 | $49,915-15.9% | $154,803-72.9% | $74,304-43.5% |
| Participation rate | 38.6% | 54.0%-15.4pp | 78.1%-39.5pp | 60.3%-21.8pp |
| Annual return | 13.15% | 34.06%-20.9pp | 58.88%-45.7pp | 29.43%-16.3pp |
| Employer contribution / active EE | $817 | $1,611-49.3% | $4,305-81.0% | $2,241-63.5% |
| Participant deferral / active EE | $1,015 | $2,255-55.0% | $5,540-81.7% | $3,767-73.1% |
| Admin fee / account holder | $1,748 | $2,189-20.1% | $14,329-87.8% | $2,969-41.1% |