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 | $76,407-90.5% | $150,298-95.2% | $82,448-91.2% |
| Participation rate | 34.5% | 66.4%-31.9pp | 77.8%-43.3pp | 68.1%-33.6pp |
| Annual return | 18.04% | 39.99%-22.0pp | 62.79%-44.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $703 | $2,614-73.1% | $4,154-83.1% | $2,551-72.4% |
| Participant deferral / active EE | $914 | $3,214-71.6% | $5,453-83.2% | $4,139-77.9% |
| Admin fee / account holder | $338 | $6,352-94.7% | $14,116-97.6% | $7,234-95.3% |