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 | $111,969 | $73,360+52.6% | $177,989-37.1% | $74,495+50.3% |
| Participation rate | 51.5% | 66.6%-15.1pp | 77.1%-25.6pp | 67.2%-15.7pp |
| Annual return | 16.64% | 17.49%-0.8pp | 294.48%-277.8pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $3,645 | $2,216+64.4% | $3,949-7.7% | $2,623+39.0% |
| Participant deferral / active EE | $5,713 | $4,513+26.6% | $6,276-9.0% | $4,346+31.5% |
| Admin fee / account holder | $5,018 | $1,808+177.6% | $10,363-51.6% | $1,942+158.4% |