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 | $45,039 | $62,327-27.7% | $120,354-62.6% | $74,495-39.5% |
| Participation rate | 66.7% | 56.8%+9.9pp | 71.9%-5.2pp | 67.2%-0.5pp |
| Annual return | 13.36% | 18.61%-5.2pp | 107.15%-93.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,712 | $1,843-7.1% | $3,463-50.6% | $2,623-34.7% |
| Participant deferral / active EE | $3,347 | $2,893+15.7% | $4,991-32.9% | $4,346-23.0% |
| Admin fee / account holder | $4,629 | $2,396+93.2% | $9,423-50.9% | $1,942+138.4% |