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 | $24,770 | $34,932-29.1% | $56,441-56.1% | $74,546-66.8% |
| Participation rate | 34.5% | 32.9%+1.7pp | 52.5%-18.0pp | 67.2%-32.7pp |
| Annual return | 12.32% | 24.90%-12.6pp | 1704.21%-1691.9pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $404 | $608-33.7% | $1,039-61.2% | $2,624-84.6% |
| Participant deferral / active EE | $844 | $1,173-28.0% | $1,953-56.8% | $4,347-80.6% |
| Admin fee / account holder | $1,343 | $2,359-43.1% | $2,829-52.5% | $1,944-30.9% |