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 | $103,841 | $66,098+57.1% | $101,794+2.0% | $74,304+39.8% |
| Participation rate | 42.0% | 53.8%-11.8pp | 69.2%-27.2pp | 60.3%-18.4pp |
| Annual return | 20.15% | 19.59%+0.6pp | 30.53%-10.4pp | 29.43%-9.3pp |
| Employer contribution / active EE | $1,450 | $1,082+34.1% | $2,289-36.7% | $2,241-35.3% |
| Participant deferral / active EE | $1,711 | $2,781-38.5% | $4,084-58.1% | $3,767-54.6% |
| Admin fee / account holder | $5,196 | $4,146+25.3% | $8,777-40.8% | $2,969+75.0% |