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 9-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 | $38,147 | $91,407-58.3% | $135,903-71.9% | $71,457-46.6% |
| Participation rate | 48.0% | 75.7%-27.6pp | 81.9%-33.9pp | 67.9%-19.9pp |
| Annual return | 27.35% | 29.90%-2.5pp | 68.23%-40.9pp | 28.85%-1.5pp |
| Employer contribution / active EE | $2,363 | $3,703-36.2% | $4,856-51.3% | $2,588-8.7% |
| Participant deferral / active EE | $4,577 | $7,092-35.5% | $7,758-41.0% | $4,289+6.7% |
| Admin fee / account holder | $3,702 | $1,266+192.5% | $10,762-65.6% | $1,587+133.2% |