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 | $40,371 | $89,652-55.0% | $141,162-71.4% | $65,185-38.1% |
| Participation rate | 65.6% | 74.7%-9.1pp | 82.5%-16.8pp | 70.2%-4.6pp |
| Annual return | 32.22% | 32.79%-0.6pp | 71.39%-39.2pp | 29.38%+2.8pp |
| Employer contribution / active EE | $2,792 | $3,065-8.9% | $4,735-41.0% | $2,177+28.3% |
| Participant deferral / active EE | $5,703 | $5,691+0.2% | $6,709-15.0% | $3,514+62.3% |
| Admin fee / account holder | $804 | $569+41.4% | $10,261-92.2% | $847-5.1% |