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 9-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 | $16,769 | $60,022-72.1% | $88,946-81.1% | $84,808-80.2% |
| Participation rate | 64.4% | 57.8%+6.6pp | 68.8%-4.4pp | 68.3%-3.9pp |
| Annual return | 18.12% | 22.43%-4.3pp | 57.82%-39.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,111 | $1,703-34.8% | $2,555-56.5% | $2,631-57.8% |
| Participant deferral / active EE | $2,138 | $3,114-31.3% | $4,581-53.3% | $4,212-49.2% |
| Admin fee / account holder | $1,023 | $4,811-78.7% | $8,261-87.6% | $7,344-86.1% |