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 6-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 | $18,742 | $61,272-69.4% | $149,673-87.5% | $71,457-73.8% |
| Participation rate | 57.4% | 62.5%-5.1pp | 78.8%-21.3pp | 67.9%-10.5pp |
| Annual return | 52.51% | 35.85%+16.7pp | 134.42%-81.9pp | 28.85%+23.7pp |
| Employer contribution / active EE | $1,775 | $2,378-25.4% | $4,818-63.2% | $2,588-31.4% |
| Participant deferral / active EE | $3,683 | $2,917+26.3% | $5,680-35.2% | $4,289-14.1% |
| Admin fee / account holder | $2,164 | $1,261+71.6% | $13,210-83.6% | $1,587+36.4% |