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 | $94,550 | $55,371+70.8% | $95,585-1.1% | $74,304+27.2% |
| Participation rate | 59.3% | 53.8%+5.5pp | 72.1%-12.8pp | 60.3%-1.0pp |
| Annual return | 26.19% | 24.26%+1.9pp | 38.56%-12.4pp | 29.43%-3.2pp |
| Employer contribution / active EE | $1,181 | $1,437-17.9% | $2,527-53.3% | $2,241-47.3% |
| Participant deferral / active EE | $3,169 | $2,955+7.2% | $4,023-21.2% | $3,767-15.9% |
| Admin fee / account holder | $1,429 | $2,620-45.5% | $6,127-76.7% | $2,969-51.9% |