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 | $98,650 | $50,637+94.8% | $86,590+13.9% | $62,292+58.4% |
| Participation rate | 64.6% | 67.9%-3.3pp | 73.5%-8.9pp | 69.5%-4.9pp |
| Annual return | 20.44% | 20.80%-0.4pp | 964.84%-944.4pp | 28.90%-8.5pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,452 | $2,611+32.2% | $3,609-4.3% | $3,169+8.9% |
| Admin fee / account holder | $1,979 | $413+378.8% | $4,906-59.7% | $479+312.8% |