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 10-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 | $34,045 | $74,706-54.4% | $75,696-55.0% | $79,386-57.1% |
| Participation rate | 48.1% | 75.3%-27.3pp | 74.8%-26.8pp | 70.7%-22.6pp |
| Annual return | 36.20% | 18.52%+17.7pp | 104.53%-68.3pp | 116.85%-80.7pp |
| Employer contribution / active EE | $1,413 | $2,590-45.4% | $2,743-48.5% | $2,427-41.8% |
| Participant deferral / active EE | $1,617 | $3,533-54.2% | $3,821-57.7% | $4,046-60.0% |
| Admin fee / account holder | $2,531 | $374+576.0% | $3,619-30.1% | $626+304.1% |