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 | $16,694 | $38,365-56.5% | $84,611-80.3% | $65,185-74.4% |
| Participation rate | 57.0% | 55.7%+1.3pp | 68.2%-11.3pp | 70.2%-13.2pp |
| Annual return | 39.88% | 32.00%+7.9pp | 258.74%-218.9pp | 29.38%+10.5pp |
| Employer contribution / active EE | $1,322 | $1,258+5.0% | $2,652-50.2% | $2,177-39.3% |
| Participant deferral / active EE | $2,466 | $2,278+8.2% | $3,899-36.8% | $3,514-29.8% |
| Admin fee / account holder | $928 | $451+105.7% | $4,912-81.1% | $847+9.6% |