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 | $105,420 | $109,881-4.1% | $150,045-29.7% | $84,808+24.3% |
| Participation rate | 69.4% | 76.1%-6.7pp | 82.3%-13.0pp | 68.3%+1.0pp |
| Annual return | 26.43% | 28.25%-1.8pp | 62.55%-36.1pp | 40.90%-14.5pp |
| Employer contribution / active EE | $2,431 | $3,561-31.7% | $4,693-48.2% | $2,631-7.6% |
| Participant deferral / active EE | $16,895 | $6,636+154.6% | $7,997+111.3% | $4,212+301.1% |
| Admin fee / account holder | $21,567 | $8,568+151.7% | $13,435+60.5% | $7,344+193.7% |