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 | $37,161 | $58,264-36.2% | $86,612-57.1% | $71,457-48.0% |
| Participation rate | 68.5% | 65.0%+3.5pp | 71.7%-3.2pp | 67.9%+0.5pp |
| Annual return | 13.78% | 21.63%-7.9pp | 591.07%-577.3pp | 28.85%-15.1pp |
| Employer contribution / active EE | $475 | $2,574-81.5% | $3,022-84.3% | $2,588-81.6% |
| Participant deferral / active EE | $3,206 | $3,436-6.7% | $4,438-27.7% | $4,289-25.2% |
| Admin fee / account holder | $5,056 | $1,057+378.3% | $5,614-10.0% | $1,587+218.5% |