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 9-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 | $22,239 | $49,915-55.4% | $154,803-85.6% | $74,304-70.1% |
| Participation rate | 43.0% | 54.0%-10.9pp | 78.1%-35.0pp | 60.3%-17.3pp |
| Annual return | 18.13% | 34.06%-15.9pp | 58.88%-40.8pp | 29.43%-11.3pp |
| Employer contribution / active EE | $1,291 | $1,611-19.9% | $4,305-70.0% | $2,241-42.4% |
| Participant deferral / active EE | $2,310 | $2,255+2.5% | $5,540-58.3% | $3,767-38.7% |
| Admin fee / account holder | $2,750 | $2,189+25.6% | $14,329-80.8% | $2,969-7.4% |