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 | $41,471 | $48,335-14.2% | $121,098-65.8% | $71,457-42.0% |
| Participation rate | 56.8% | 54.3%+2.5pp | 69.5%-12.7pp | 67.9%-11.1pp |
| Annual return | 16.07% | 23.32%-7.2pp | 985.75%-969.7pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,490 | $1,489+0.1% | $4,164-64.2% | $2,588-42.4% |
| Participant deferral / active EE | $2,087 | $2,754-24.2% | $4,080-48.8% | $4,289-51.3% |
| Admin fee / account holder | $16,809 | $1,841+813.3% | $5,644+197.8% | $1,587+959.0% |