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 | $57,340 | $87,870-34.7% | $113,168-49.3% | $74,304-22.8% |
| Participation rate | 64.8% | 70.7%-5.9pp | 76.6%-11.7pp | 60.3%+4.5pp |
| Annual return | 20.00% | 26.44%-6.4pp | 24.27%-4.3pp | 29.43%-9.4pp |
| Employer contribution / active EE | $925 | $2,277-59.4% | $2,975-68.9% | $2,241-58.7% |
| Participant deferral / active EE | $2,473 | $4,241-41.7% | $5,107-51.6% | $3,767-34.4% |
| Admin fee / account holder | $2,627 | $3,368-22.0% | $12,068-78.2% | $2,969-11.5% |