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 8-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 | $30,620 | $101,955-70.0% | $112,887-72.9% | $71,457-57.1% |
| Participation rate | 67.4% | 82.1%-14.7pp | 80.5%-13.1pp | 67.9%-0.5pp |
| Annual return | 26.19% | 28.92%-2.7pp | 34.10%-7.9pp | 28.85%-2.7pp |
| Employer contribution / active EE | $1,540 | $4,743-67.5% | $4,563-66.3% | $2,588-40.5% |
| Participant deferral / active EE | $5,601 | $6,771-17.3% | $6,513-14.0% | $4,289+30.6% |
| Admin fee / account holder | $857 | $1,395-38.5% | $7,047-87.8% | $1,587-46.0% |