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 | $70,980 | $27,915+154.3% | $58,482+21.4% | $75,163-5.6% |
| Participation rate | 64.4% | 38.8%+25.5pp | 50.9%+13.5pp | 67.2%-2.8pp |
| Annual return | 15.42% | 44.20%-28.8pp | 4239.32%-4223.9pp | 160.62%-145.2pp |
| Employer contribution / active EE | $3,881 | $669+480.1% | $1,053+268.5% | $2,670+45.4% |
| Participant deferral / active EE | $2,676 | $1,201+122.7% | $1,924+39.1% | $4,125-35.1% |
| Admin fee / account holder | $579 | $1,726-66.5% | $2,516-77.0% | $5,651-89.8% |