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 | $28,023 | $45,343-38.2% | $150,298-81.4% | $67,986-58.8% |
| Participation rate | 45.4% | 51.9%-6.5pp | 77.8%-32.4pp | 57.2%-11.8pp |
| Annual return | 27.18% | 33.28%-6.1pp | 62.79%-35.6pp | 31.67%-4.5pp |
| Employer contribution / active EE | $1,313 | $1,462-10.2% | $4,154-68.4% | $2,019-35.0% |
| Participant deferral / active EE | $2,724 | $2,055+32.6% | $5,453-50.0% | $3,358-18.9% |
| Admin fee / account holder | $3,826 | $2,250+70.0% | $14,116-72.9% | $3,203+19.4% |