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 | $46,639 | $79,171-41.1% | $102,423-54.5% | $74,495-37.4% |
| Participation rate | 62.7% | 74.8%-12.1pp | 76.5%-13.8pp | 67.2%-4.5pp |
| Annual return | 14.68% | 54.93%-40.2pp | 29.32%-14.6pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,743 | $2,362-26.2% | $3,023-42.4% | $2,623-33.6% |
| Participant deferral / active EE | $3,558 | $4,415-19.4% | $5,053-29.6% | $4,346-18.1% |
| Admin fee / account holder | $844 | $2,001-57.8% | $9,451-91.1% | $1,942-56.5% |