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 | $47,193 | $80,968-41.7% | $96,544-51.1% | $75,163-37.2% |
| Participation rate | 68.2% | 71.8%-3.6pp | 76.0%-7.8pp | 67.2%+1.0pp |
| Annual return | 14.59% | 27.06%-12.5pp | 25.84%-11.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $3,288 | $2,282+44.1% | $2,965+10.9% | $2,670+23.1% |
| Participant deferral / active EE | $6,576 | $3,928+67.4% | $4,851+35.6% | $4,125+59.4% |
| Admin fee / account holder | $23,033 | $6,724+242.5% | $8,252+179.1% | $5,651+307.6% |