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 | $34,105 | $91,407-62.7% | $135,903-74.9% | $71,457-52.3% |
| Participation rate | 55.6% | 75.7%-20.1pp | 81.9%-26.4pp | 67.9%-12.4pp |
| Annual return | 22.74% | 29.90%-7.2pp | 68.23%-45.5pp | 28.85%-6.1pp |
| Employer contribution / active EE | $2,173 | $3,703-41.3% | $4,856-55.3% | $2,588-16.0% |
| Participant deferral / active EE | $4,974 | $7,092-29.9% | $7,758-35.9% | $4,289+16.0% |
| Admin fee / account holder | $1,748 | $1,266+38.1% | $10,762-83.8% | $1,587+10.1% |