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 | $40,919 | $38,967+5.0% | $86,233-52.5% | $79,634-48.6% |
| Participation rate | 31.8% | 34.1%-2.3pp | 69.0%-37.2pp | 62.5%-30.7pp |
| Annual return | 17.11% | 49.90%-32.8pp | 61.39%-44.3pp | 36.46%-19.3pp |
| Employer contribution / active EE | $0 | $868-100.0% | $2,504-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $2,189 | $1,663+31.7% | $4,559-52.0% | $3,835-42.9% |
| Admin fee / account holder | $727 | $2,660-72.7% | $8,342-91.3% | $1,002-27.4% |