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 6-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 | $20,197 | $49,915-59.5% | $154,803-87.0% | $74,304-72.8% |
| Participation rate | 62.4% | 54.0%+8.4pp | 78.1%-15.7pp | 60.3%+2.0pp |
| Annual return | 19.13% | 34.06%-14.9pp | 58.88%-39.8pp | 29.43%-10.3pp |
| Employer contribution / active EE | $665 | $1,611-58.7% | $4,305-84.6% | $2,241-70.3% |
| Participant deferral / active EE | $2,027 | $2,255-10.1% | $5,540-63.4% | $3,767-46.2% |
| Admin fee / account holder | $740 | $2,189-66.2% | $14,329-94.8% | $2,969-75.1% |