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 | $12,728 | $77,899-83.7% | $149,673-91.5% | $75,163-83.1% |
| Participation rate | 61.8% | 65.6%-3.7pp | 78.8%-16.9pp | 67.2%-5.3pp |
| Annual return | 17.86% | 31.72%-13.9pp | 134.42%-116.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,258 | $3,137-59.9% | $4,818-73.9% | $2,670-52.9% |
| Participant deferral / active EE | $1,963 | $3,411-42.4% | $5,680-65.4% | $4,125-52.4% |
| Admin fee / account holder | $647 | $5,956-89.1% | $13,210-95.1% | $5,651-88.6% |