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 | $18,586 | $46,464-60.0% | $150,298-87.6% | $79,634-76.7% |
| Participation rate | 18.3% | 57.0%-38.7pp | 77.8%-59.5pp | 62.5%-44.2pp |
| Annual return | 16.33% | 27.89%-11.6pp | 62.79%-46.5pp | 36.46%-20.1pp |
| Employer contribution / active EE | $453 | $1,512-70.0% | $4,154-89.1% | $2,529-82.1% |
| Participant deferral / active EE | $825 | $2,157-61.8% | $5,453-84.9% | $3,835-78.5% |
| Admin fee / account holder | $2,956 | $891+231.8% | $14,116-79.1% | $1,002+195.0% |