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 | $17,524 | $33,067-47.0% | $76,523-77.1% | $56,287-68.9% |
| Participation rate | 60.0% | 55.4%+4.6pp | 68.0%-8.0pp | 69.9%-9.9pp |
| Annual return | 0.93% | 2.72%-1.8pp | -0.27%+1.2pp | -9.96%+10.9pp |
| Employer contribution / active EE | $606 | $1,200-49.5% | $2,647-77.1% | $2,111-71.3% |
| Participant deferral / active EE | $1,482 | $2,240-33.8% | $3,835-61.3% | $3,350-55.7% |
| Admin fee / account holder | $1,045 | $537+94.5% | $4,848-78.5% | $521+100.5% |