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 | $72,236 | $87,870-17.8% | $113,168-36.2% | $74,304-2.8% |
| Participation rate | 65.3% | 70.7%-5.4pp | 76.6%-11.2pp | 60.3%+5.0pp |
| Annual return | 14.06% | 26.44%-12.4pp | 24.27%-10.2pp | 29.43%-15.4pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,094 | $4,241-27.0% | $5,107-39.4% | $3,767-17.9% |
| Admin fee / account holder | $1,946 | $3,368-42.2% | $12,068-83.9% | $2,969-34.4% |