Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $63,474 | $83,369-23.9% | $105,223-39.7% | $67,986-6.6% |
| Participation rate | 50.5% | 56.3%-5.8pp | 75.0%-24.6pp | 57.2%-6.7pp |
| Annual return | 16.36% | 24.64%-8.3pp | 180.65%-164.3pp | 31.67%-15.3pp |
| Employer contribution / active EE | $3,376 | $2,541+32.9% | $3,689-8.5% | $2,019+67.3% |
| Participant deferral / active EE | $1,654 | $3,295-49.8% | $5,072-67.4% | $3,358-50.7% |
| Admin fee / account holder | $2,295 | $4,073-43.7% | $8,859-74.1% | $3,203-28.4% |