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 6-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 | $69,047 | $119,446-42.2% | $150,045-54.0% | $85,563-19.3% |
| Participation rate | 33.3% | 75.4%-42.1pp | 82.3%-49.0pp | 66.0%-32.6pp |
| Annual return | 40.82% | 23.72%+17.1pp | 62.55%-21.7pp | 31.51%+9.3pp |
| Employer contribution / active EE | $1,741 | $4,078-57.3% | $4,693-62.9% | $2,654-34.4% |
| Participant deferral / active EE | $3,871 | $7,985-51.5% | $7,997-51.6% | $4,375-11.5% |
| Admin fee / account holder | $3,460 | $548+532.0% | $13,435-74.2% | $834+314.8% |