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 | $38,356 | $55,415-30.8% | $155,509-75.3% | $74,495-48.5% |
| Participation rate | 43.9% | 61.9%-18.0pp | 78.2%-34.2pp | 67.2%-23.3pp |
| Annual return | 15.22% | 268.50%-253.3pp | 64.67%-49.4pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,371 | $2,267-39.5% | $4,672-70.7% | $2,623-47.7% |
| Participant deferral / active EE | $2,084 | $2,836-26.5% | $5,626-63.0% | $4,346-52.0% |
| Admin fee / account holder | $512 | $1,738-70.6% | $15,912-96.8% | $1,942-73.7% |