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 | $74,759 | $71,516+4.5% | $98,439-24.1% | $71,457+4.6% |
| Participation rate | 45.6% | 72.7%-27.1pp | 75.2%-29.6pp | 67.9%-22.3pp |
| Annual return | 23.92% | 32.41%-8.5pp | 21.16%+2.8pp | 28.85%-4.9pp |
| Employer contribution / active EE | $3,264 | $2,399+36.1% | $3,048+7.1% | $2,588+26.1% |
| Participant deferral / active EE | $2,931 | $4,109-28.7% | $4,738-38.1% | $4,289-31.7% |
| Admin fee / account holder | $5,259 | $1,675+214.0% | $8,948-41.2% | $1,587+231.3% |