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 | $57,344 | $101,317-43.4% | $146,958-61.0% | $74,495-23.0% |
| Participation rate | 40.3% | 75.5%-35.2pp | 82.2%-41.8pp | 67.2%-26.9pp |
| Annual return | 15.19% | 8730.91%-8715.7pp | 418.34%-403.1pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,369 | $3,810-64.1% | $4,933-72.2% | $2,623-47.8% |
| Participant deferral / active EE | $3,663 | $7,303-49.8% | $8,070-54.6% | $4,346-15.7% |
| Admin fee / account holder | $10,198 | $1,739+486.5% | $12,998-21.5% | $1,942+425.2% |