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 | $102,393 | $216,711-52.8% | $136,749-25.1% | $85,563+19.7% |
| Participation rate | 22.3% | 51.7%-29.5pp | 72.1%-49.9pp | 66.0%-43.7pp |
| Annual return | 15.72% | 15.26%+0.5pp | 24.33%-8.6pp | 31.51%-15.8pp |
| Employer contribution / active EE | $709 | $1,660-57.3% | $3,400-79.1% | $2,654-73.3% |
| Participant deferral / active EE | $1,537 | $2,635-41.7% | $4,692-67.2% | $4,375-64.9% |
| Admin fee / account holder | $2,562 | $1,223+109.5% | $11,386-77.5% | $834+207.1% |