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 | $30,746 | $57,651-46.7% | $112,229-72.6% | $71,457-57.0% |
| Participation rate | 55.8% | 58.9%-3.2pp | 72.4%-16.7pp | 67.9%-12.2pp |
| Annual return | 14.92% | 18.32%-3.4pp | 30.20%-15.3pp | 28.85%-13.9pp |
| Employer contribution / active EE | $920 | $1,913-51.9% | $3,430-73.2% | $2,588-64.5% |
| Participant deferral / active EE | $1,697 | $2,863-40.7% | $4,798-64.6% | $4,289-60.4% |
| Admin fee / account holder | $1,120 | $1,581-29.2% | $7,748-85.5% | $1,587-29.4% |