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 9-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 | $48,057 | $42,894+12.0% | $60,874-21.1% | $68,494-29.8% |
| Participation rate | 57.1% | 66.8%-9.6pp | 73.1%-16.0pp | 67.9%-10.7pp |
| Annual return | -14.88% | -13.98%-0.9pp | 16.90%-31.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $744 | $1,978-62.4% | $2,701-72.5% | $2,596-71.3% |
| Participant deferral / active EE | $2,804 | $2,867-2.2% | $3,817-26.5% | $4,027-30.4% |
| Admin fee / account holder | $6,989 | $3,101+125.4% | $3,224+116.8% | $5,403+29.4% |