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 | $35,215 | $58,778-40.1% | $129,207-72.7% | $77,643-54.6% |
| Participation rate | 26.5% | 59.2%-32.8pp | 69.6%-43.1pp | 70.6%-44.1pp |
| Annual return | 21.45% | 24.73%-3.3pp | 9417.33%-9395.9pp | 31.24%-9.8pp |
| Employer contribution / active EE | $1,371 | $1,952-29.7% | $4,153-67.0% | $2,726-49.7% |
| Participant deferral / active EE | $1,676 | $3,212-47.8% | $4,168-59.8% | $4,647-63.9% |
| Admin fee / account holder | $2,176 | $589+269.1% | $7,715-71.8% | $430+405.5% |