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 | $31,853 | $92,971-65.7% | $96,683-67.1% | $74,419-57.2% |
| Participation rate | 47.0% | 71.5%-24.6pp | 74.3%-27.4pp | 70.7%-23.8pp |
| Annual return | 34.51% | 37.49%-3.0pp | 35.69%-1.2pp | 34.38%+0.1pp |
| Employer contribution / active EE | $2,261 | $3,426-34.0% | $3,737-39.5% | $2,637-14.3% |
| Participant deferral / active EE | $2,718 | $3,970-31.5% | $4,878-44.3% | $4,528-40.0% |
| Admin fee / account holder | $2,677 | $633+323.0% | $6,730-60.2% | $348+669.5% |