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 4-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 | $14,557 | $65,061-77.6% | $143,757-89.9% | $66,914-78.2% |
| Participation rate | 46.1% | 65.2%-19.1pp | 80.3%-34.2pp | 69.8%-23.7pp |
| Annual return | -15.90% | -11.14%-4.8pp | -0.04%-15.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $461 | $2,361-80.5% | $4,951-90.7% | $2,544-81.9% |
| Participant deferral / active EE | $1,769 | $2,919-39.4% | $5,637-68.6% | $4,237-58.2% |
| Admin fee / account holder | $626 | $502+24.6% | $14,673-95.7% | $593+5.4% |