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 | $27,277 | $53,053-48.6% | $126,539-78.4% | $74,304-63.3% |
| Participation rate | 44.5% | 48.0%-3.5pp | 69.8%-25.3pp | 60.3%-15.8pp |
| Annual return | 30.53% | 29.46%+1.1pp | 425.95%-395.4pp | 29.43%+1.1pp |
| Employer contribution / active EE | $1,167 | $1,1680% | $3,674-68.2% | $2,241-47.9% |
| Participant deferral / active EE | $1,965 | $2,303-14.7% | $4,083-51.9% | $3,767-47.8% |
| Admin fee / account holder | $3,794 | $3,698+2.6% | $6,065-37.4% | $2,969+27.8% |