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 | $46,567 | $86,944-46.4% | $107,525-56.7% | $74,304-37.3% |
| Participation rate | 63.0% | 59.6%+3.4pp | 75.1%-12.1pp | 60.3%+2.6pp |
| Annual return | 18.47% | 23.52%-5.0pp | 181.32%-162.8pp | 29.43%-11.0pp |
| Employer contribution / active EE | $1,886 | $2,757-31.6% | $3,754-49.8% | $2,241-15.9% |
| Participant deferral / active EE | $3,489 | $3,554-1.8% | $5,116-31.8% | $3,767-7.4% |
| Admin fee / account holder | $3,268 | $3,727-12.3% | $8,919-63.4% | $2,969+10.1% |