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 | $63,298 | $51,092+23.9% | $76,735-17.5% | $79,634-20.5% |
| Participation rate | 36.8% | 50.2%-13.5pp | 69.5%-32.7pp | 62.5%-25.7pp |
| Annual return | 24.77% | 18.04%+6.7pp | 29.77%-5.0pp | 36.46%-11.7pp |
| Employer contribution / active EE | $1,895 | $1,519+24.8% | $2,454-22.8% | $2,529-25.1% |
| Participant deferral / active EE | $2,660 | $2,529+5.2% | $4,088-34.9% | $3,835-30.6% |
| Admin fee / account holder | $2,634 | $1,865+41.2% | $7,189-63.4% | $1,002+162.9% |