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 | $30,134 | $70,879-57.5% | $189,557-84.1% | $79,386-62.0% |
| Participation rate | 46.8% | 68.0%-21.1pp | 78.4%-31.6pp | 70.7%-23.9pp |
| Annual return | 16.42% | 20.70%-4.3pp | 64.17%-47.7pp | 116.85%-100.4pp |
| Employer contribution / active EE | $957 | $1,806-47.0% | $4,412-78.3% | $2,427-60.6% |
| Participant deferral / active EE | $1,702 | $4,081-58.3% | $6,174-72.4% | $4,046-57.9% |
| Admin fee / account holder | $306 | $647-52.8% | $9,807-96.9% | $626-51.2% |