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 10-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 | $28,482 | $56,767-49.8% | $101,794-72.0% | $85,563-66.7% |
| Participation rate | 42.7% | 57.6%-14.9pp | 69.2%-26.5pp | 66.0%-23.3pp |
| Annual return | 16.04% | 17.76%-1.7pp | 30.53%-14.5pp | 31.51%-15.5pp |
| Employer contribution / active EE | $306 | $1,112-72.5% | $2,289-86.7% | $2,654-88.5% |
| Participant deferral / active EE | $1,945 | $2,720-28.5% | $4,084-52.4% | $4,375-55.6% |
| Admin fee / account holder | $3,943 | $1,098+259.1% | $8,777-55.1% | $834+372.7% |