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 7-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 | $7,272 | $80,717-91.0% | $154,803-95.3% | $84,808-91.4% |
| Participation rate | 34.5% | 66.8%-32.3pp | 78.1%-43.6pp | 68.3%-33.8pp |
| Annual return | 18.04% | 37.96%-19.9pp | 58.88%-40.8pp | 40.90%-22.9pp |
| Employer contribution / active EE | $703 | $2,761-74.5% | $4,305-83.7% | $2,631-73.3% |
| Participant deferral / active EE | $914 | $3,303-72.3% | $5,540-83.5% | $4,212-78.3% |
| Admin fee / account holder | $338 | $6,746-95.0% | $14,329-97.6% | $7,344-95.4% |