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 | $36,869 | $59,097-37.6% | $82,389-55.3% | $74,304-50.4% |
| Participation rate | 52.8% | 52.8%+0.1pp | 69.5%-16.7pp | 60.3%-7.5pp |
| Annual return | 15.47% | 22.85%-7.4pp | 28.67%-13.2pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,728 | $1,601+7.9% | $2,517-31.4% | $2,241-22.9% |
| Participant deferral / active EE | $3,788 | $2,775+36.5% | $4,155-8.8% | $3,767+0.5% |
| Admin fee / account holder | $5,611 | $4,489+25.0% | $7,231-22.4% | $2,969+89.0% |