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 | $129,075 | $88,083+46.5% | $164,813-21.7% | $74,495+73.3% |
| Participation rate | 61.7% | 73.0%-11.4pp | 78.6%-16.9pp | 67.2%-5.5pp |
| Annual return | 12.57% | 17.26%-4.7pp | 69.93%-57.4pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $3,846 | $2,593+48.3% | $4,341-11.4% | $2,623+46.6% |
| Participant deferral / active EE | $2,705 | $4,498-39.9% | $6,031-55.2% | $4,346-37.8% |
| Admin fee / account holder | $12,917 | $2,234+478.3% | $12,690+1.8% | $1,942+565.2% |