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 10-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 | $41,969 | $45,343-7.4% | $150,298-72.1% | $67,986-38.3% |
| Participation rate | 38.6% | 51.9%-13.3pp | 77.8%-39.2pp | 57.2%-18.6pp |
| Annual return | 13.15% | 33.28%-20.1pp | 62.79%-49.6pp | 31.67%-18.5pp |
| Employer contribution / active EE | $817 | $1,462-44.1% | $4,154-80.3% | $2,019-59.5% |
| Participant deferral / active EE | $1,015 | $2,055-50.6% | $5,453-81.4% | $3,358-69.8% |
| Admin fee / account holder | $1,748 | $2,250-22.3% | $14,116-87.6% | $3,203-45.4% |