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 | $41,367 | $86,944-52.4% | $107,525-61.5% | $74,304-44.3% |
| Participation rate | 54.4% | 59.6%-5.1pp | 75.1%-20.7pp | 60.3%-5.9pp |
| Annual return | 18.90% | 23.52%-4.6pp | 181.32%-162.4pp | 29.43%-10.5pp |
| Employer contribution / active EE | $1,819 | $2,757-34.0% | $3,754-51.5% | $2,241-18.8% |
| Participant deferral / active EE | $3,126 | $3,554-12.0% | $5,116-38.9% | $3,767-17.0% |
| Admin fee / account holder | $12,546 | $3,727+236.7% | $8,919+40.7% | $2,969+322.6% |