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 4-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 | $43,570 | $100,923-56.8% | $150,045-71.0% | $74,304-41.4% |
| Participation rate | 55.6% | 70.1%-14.5pp | 82.3%-26.8pp | 60.3%-4.8pp |
| Annual return | 76.05% | 51.77%+24.3pp | 62.55%+13.5pp | 29.43%+46.6pp |
| Employer contribution / active EE | $2,224 | $3,463-35.8% | $4,693-52.6% | $2,241-0.8% |
| Participant deferral / active EE | $3,090 | $6,709-54.0% | $7,997-61.4% | $3,767-18.0% |
| Admin fee / account holder | $2,241 | $2,767-19.0% | $13,435-83.3% | $2,969-24.5% |