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 | $31,468 | $56,047-43.9% | $98,716-68.1% | $79,634-60.5% |
| Participation rate | 38.2% | 54.6%-16.4pp | 69.3%-31.0pp | 62.5%-24.2pp |
| Annual return | 22.52% | 17.58%+4.9pp | 31.81%-9.3pp | 36.46%-13.9pp |
| Employer contribution / active EE | $939 | $1,237-24.1% | $2,279-58.8% | $2,529-62.9% |
| Participant deferral / active EE | $1,537 | $2,469-37.8% | $4,048-62.0% | $3,835-59.9% |
| Admin fee / account holder | $1,448 | $1,512-4.2% | $8,703-83.4% | $1,002+44.5% |