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 | $30,274 | $61,272-50.6% | $149,673-79.8% | $71,457-57.6% |
| Participation rate | 64.9% | 62.5%+2.4pp | 78.8%-13.9pp | 67.9%-3.0pp |
| Annual return | 17.98% | 35.85%-17.9pp | 134.42%-116.4pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,856 | $2,378-22.0% | $4,818-61.5% | $2,588-28.3% |
| Participant deferral / active EE | $3,393 | $2,917+16.3% | $5,680-40.3% | $4,289-20.9% |
| Admin fee / account holder | $2,605 | $1,261+106.6% | $13,210-80.3% | $1,587+64.1% |