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 | $17,486 | $55,932-68.7% | $76,735-77.2% | $67,986-74.3% |
| Participation rate | 41.4% | 50.8%-9.4pp | 69.5%-28.1pp | 57.2%-15.8pp |
| Annual return | 21.08% | 23.10%-2.0pp | 29.77%-8.7pp | 31.67%-10.6pp |
| Employer contribution / active EE | $1,656 | $1,487+11.4% | $2,454-32.5% | $2,019-18.0% |
| Participant deferral / active EE | $2,670 | $2,558+4.4% | $4,088-34.7% | $3,358-20.5% |
| Admin fee / account holder | $3,151 | $4,907-35.8% | $7,189-56.2% | $3,203-1.6% |