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 | $46,464-54.2% | $150,298-85.8% | $79,634-73.3% |
| Participation rate | 19.8% | 57.0%-37.1pp | 77.8%-58.0pp | 62.5%-42.7pp |
| Annual return | 17.10% | 27.89%-10.8pp | 62.79%-45.7pp | 36.46%-19.4pp |
| Employer contribution / active EE | $253 | $1,512-83.2% | $4,154-93.9% | $2,529-90.0% |
| Participant deferral / active EE | $787 | $2,157-63.5% | $5,453-85.6% | $3,835-79.5% |
| Admin fee / account holder | $986 | $891+10.7% | $14,116-93.0% | $1,002-1.6% |