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 | $82,842 | $96,484-14.1% | $156,263-47.0% | $74,304+11.5% |
| Participation rate | 60.4% | 67.7%-7.3pp | 78.9%-18.5pp | 60.3%0pp |
| Annual return | 14.73% | 17.73%-3.0pp | 59.47%-44.7pp | 29.43%-14.7pp |
| Employer contribution / active EE | $2,037 | $2,528-19.4% | $4,333-53.0% | $2,241-9.1% |
| Participant deferral / active EE | $3,458 | $4,286-19.3% | $6,158-43.8% | $3,767-8.2% |
| Admin fee / account holder | $5,251 | $3,728+40.9% | $14,255-63.2% | $2,969+76.9% |