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 | $42,886-4.6% | $88,946-54.0% | $85,563-52.2% |
| Participation rate | 31.8% | 37.9%-6.1pp | 68.8%-37.1pp | 66.0%-34.2pp |
| Annual return | 17.11% | 44.56%-27.4pp | 57.82%-40.7pp | 31.51%-14.4pp |
| Employer contribution / active EE | $0 | $1,147-100.0% | $2,555-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,189 | $2,108+3.8% | $4,581-52.2% | $4,375-50.0% |
| Admin fee / account holder | $727 | $2,263-67.9% | $8,261-91.2% | $834-12.8% |