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 | $56,767-44.6% | $101,794-69.1% | $85,563-63.2% |
| Participation rate | 38.2% | 57.6%-19.3pp | 69.2%-30.9pp | 66.0%-27.7pp |
| Annual return | 22.52% | 17.76%+4.8pp | 30.53%-8.0pp | 31.51%-9.0pp |
| Employer contribution / active EE | $939 | $1,112-15.6% | $2,289-59.0% | $2,654-64.6% |
| Participant deferral / active EE | $1,537 | $2,720-43.5% | $4,084-62.4% | $4,375-64.9% |
| Admin fee / account holder | $1,448 | $1,098+31.9% | $8,777-83.5% | $834+73.6% |