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 3-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 | $75,902 | $66,098+14.8% | $101,794-25.4% | $74,304+2.2% |
| Participation rate | 61.0% | 53.8%+7.3pp | 69.2%-8.2pp | 60.3%+0.7pp |
| Annual return | 16.56% | 19.59%-3.0pp | 30.53%-14.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,702 | $1,082+57.3% | $2,289-25.6% | $2,241-24.1% |
| Participant deferral / active EE | $2,609 | $2,781-6.2% | $4,084-36.1% | $3,767-30.8% |
| Admin fee / account holder | $8,586 | $4,146+107.1% | $8,777-2.2% | $2,969+189.2% |