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 | $78,827 | $88,634-11.1% | $101,326-22.2% | $74,304+6.1% |
| Participation rate | 60.4% | 76.9%-16.4pp | 81.5%-21.1pp | 60.3%+0.1pp |
| Annual return | 159.15% | 33.10%+126.0pp | 36.82%+122.3pp | 29.43%+129.7pp |
| Employer contribution / active EE | $3,569 | $2,930+21.8% | $3,665-2.6% | $2,241+59.2% |
| Participant deferral / active EE | $6,223 | $7,322-15.0% | $7,994-22.2% | $3,767+65.2% |
| Admin fee / account holder | $3,776 | $2,425+55.7% | $11,185-66.2% | $2,969+27.2% |