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 7-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 | $32,555 | $59,623-45.4% | $95,585-65.9% | $85,563-62.0% |
| Participation rate | 20.7% | 57.2%-36.6pp | 72.1%-51.4pp | 66.0%-45.3pp |
| Annual return | 28.09% | 18.22%+9.9pp | 38.56%-10.5pp | 31.51%-3.4pp |
| Employer contribution / active EE | $552 | $1,669-66.9% | $2,527-78.1% | $2,654-79.2% |
| Participant deferral / active EE | $916 | $3,357-72.7% | $4,023-77.2% | $4,375-79.1% |
| Admin fee / account holder | $733 | $650+12.7% | $6,127-88.0% | $834-12.2% |