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 8-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 | $25,815 | $54,701-52.8% | $86,188-70.0% | $71,457-63.9% |
| Participation rate | 60.0% | 60.1%-0.1pp | 69.0%-9.0pp | 67.9%-7.9pp |
| Annual return | 18.60% | 20.06%-1.5pp | 1168.45%-1149.8pp | 28.85%-10.2pp |
| Employer contribution / active EE | $806 | $1,265-36.3% | $2,380-66.1% | $2,588-68.9% |
| Participant deferral / active EE | $1,748 | $3,108-43.8% | $3,985-56.1% | $4,289-59.2% |
| Admin fee / account holder | $326 | $1,922-83.0% | $6,852-95.2% | $1,587-79.5% |