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 | $44,541 | $50,815-12.3% | $155,509-71.4% | $77,643-42.6% |
| Participation rate | 14.5% | 63.1%-48.6pp | 78.2%-63.7pp | 70.6%-56.1pp |
| Annual return | 12.27% | 34.80%-22.5pp | 64.67%-52.4pp | 31.24%-19.0pp |
| Employer contribution / active EE | $587 | $1,993-70.6% | $4,672-87.4% | $2,726-78.5% |
| Participant deferral / active EE | $1,198 | $2,822-57.5% | $5,626-78.7% | $4,647-74.2% |
| Admin fee / account holder | $3,551 | $437+713.3% | $15,912-77.7% | $430+725.1% |