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 7-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 | $21,291 | $50,982-58.2% | $154,803-86.2% | $85,563-75.1% |
| Participation rate | 19.8% | 59.8%-40.0pp | 78.1%-58.3pp | 66.0%-46.2pp |
| Annual return | 17.10% | 30.35%-13.3pp | 58.88%-41.8pp | 31.51%-14.4pp |
| Employer contribution / active EE | $253 | $1,708-85.2% | $4,305-94.1% | $2,654-90.5% |
| Participant deferral / active EE | $787 | $2,474-68.2% | $5,540-85.8% | $4,375-82.0% |
| Admin fee / account holder | $986 | $846+16.6% | $14,329-93.1% | $834+18.2% |