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 | $28,347 | $50,815-44.2% | $155,509-81.8% | $77,643-63.5% |
| Participation rate | 32.1% | 63.1%-31.1pp | 78.2%-46.1pp | 70.6%-38.5pp |
| Annual return | 22.49% | 34.80%-12.3pp | 64.67%-42.2pp | 31.24%-8.7pp |
| Employer contribution / active EE | $366 | $1,993-81.6% | $4,672-92.2% | $2,726-86.6% |
| Participant deferral / active EE | $2,227 | $2,822-21.1% | $5,626-60.4% | $4,647-52.1% |
| Admin fee / account holder | $2,574 | $437+489.4% | $15,912-83.8% | $430+497.9% |