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 | $57,590-70.9% | $86,233-80.6% | $82,448-79.7% |
| Participation rate | 64.4% | 57.9%+6.5pp | 69.0%-4.6pp | 68.1%-3.7pp |
| Annual return | 18.12% | 22.41%-4.3pp | 61.39%-43.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,111 | $1,655-32.9% | $2,504-55.6% | $2,551-56.4% |
| Participant deferral / active EE | $2,138 | $3,080-30.6% | $4,559-53.1% | $4,139-48.3% |
| Admin fee / account holder | $1,023 | $4,730-78.4% | $8,342-87.7% | $7,234-85.9% |