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 3-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 | $27,801 | $88,360-68.5% | $145,433-80.9% | $67,986-59.1% |
| Participation rate | 40.7% | 65.5%-24.8pp | 82.1%-41.4pp | 57.2%-16.5pp |
| Annual return | 19.66% | 63.15%-43.5pp | 66.58%-46.9pp | 31.67%-12.0pp |
| Employer contribution / active EE | $1,039 | $3,054-66.0% | $4,554-77.2% | $2,019-48.5% |
| Participant deferral / active EE | $3,318 | $5,932-44.1% | $7,897-58.0% | $3,358-1.2% |
| Admin fee / account holder | $3,128 | $3,313-5.6% | $13,129-76.2% | $3,203-2.4% |