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 | $36,321 | $74,661-51.4% | $160,784-77.4% | $67,986-46.6% |
| Participation rate | 54.7% | 57.1%-2.4pp | 77.0%-22.2pp | 57.2%-2.5pp |
| Annual return | 32.42% | 28.83%+3.6pp | 1803.92%-1771.5pp | 31.67%+0.8pp |
| Employer contribution / active EE | $1,499 | $1,829-18.0% | $3,733-59.8% | $2,019-25.7% |
| Participant deferral / active EE | $5,744 | $3,681+56.1% | $6,293-8.7% | $3,358+71.1% |
| Admin fee / account holder | $2,016 | $3,959-49.1% | $9,717-79.3% | $3,203-37.1% |