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 9-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 | $36,605 | $79,171-53.8% | $102,423-64.3% | $74,495-50.9% |
| Participation rate | 63.4% | 74.8%-11.4pp | 76.5%-13.1pp | 67.2%-3.8pp |
| Annual return | 18.16% | 54.93%-36.8pp | 29.32%-11.2pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $2,011 | $2,362-14.9% | $3,023-33.5% | $2,623-23.3% |
| Participant deferral / active EE | $3,740 | $4,415-15.3% | $5,053-26.0% | $4,346-13.9% |
| Admin fee / account holder | $586 | $2,001-70.7% | $9,451-93.8% | $1,942-69.8% |