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 4-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 | $18,159 | $49,915-63.6% | $154,803-88.3% | $74,304-75.6% |
| Participation rate | 43.9% | 54.0%-10.0pp | 78.1%-34.2pp | 60.3%-16.4pp |
| Annual return | 31.85% | 34.06%-2.2pp | 58.88%-27.0pp | 29.43%+2.4pp |
| Employer contribution / active EE | $797 | $1,611-50.6% | $4,305-81.5% | $2,241-64.5% |
| Participant deferral / active EE | $1,400 | $2,255-37.9% | $5,540-74.7% | $3,767-62.8% |
| Admin fee / account holder | $906 | $2,189-58.6% | $14,329-93.7% | $2,969-69.5% |