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 5-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 | $26,968 | $49,915-46.0% | $154,803-82.6% | $74,304-63.7% |
| Participation rate | 51.1% | 54.0%-2.9pp | 78.1%-27.0pp | 60.3%-9.3pp |
| Annual return | 21.93% | 34.06%-12.1pp | 58.88%-36.9pp | 29.43%-7.5pp |
| Employer contribution / active EE | $1,662 | $1,611+3.2% | $4,305-61.4% | $2,241-25.8% |
| Participant deferral / active EE | $3,750 | $2,255+66.3% | $5,540-32.3% | $3,767-0.5% |
| Admin fee / account holder | $603 | $2,189-72.4% | $14,329-95.8% | $2,969-79.7% |