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 8-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 | $16,106 | $49,915-67.7% | $154,803-89.6% | $74,304-78.3% |
| Participation rate | 66.7% | 54.0%+12.7pp | 78.1%-11.4pp | 60.3%+6.3pp |
| Annual return | 20.33% | 34.06%-13.7pp | 58.88%-38.6pp | 29.43%-9.1pp |
| Employer contribution / active EE | $1,069 | $1,611-33.7% | $4,305-75.2% | $2,241-52.3% |
| Participant deferral / active EE | $1,981 | $2,255-12.1% | $5,540-64.2% | $3,767-47.4% |
| Admin fee / account holder | $851 | $2,189-61.1% | $14,329-94.1% | $2,969-71.3% |