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 | $95,866 | $83,369+15.0% | $105,223-8.9% | $67,986+41.0% |
| Participation rate | 41.1% | 56.3%-15.2pp | 75.0%-33.9pp | 57.2%-16.1pp |
| Annual return | 21.65% | 24.64%-3.0pp | 180.65%-159.0pp | 31.67%-10.0pp |
| Employer contribution / active EE | $1,847 | $2,541-27.3% | $3,689-49.9% | $2,019-8.5% |
| Participant deferral / active EE | $3,295 | $3,2950% | $5,072-35.0% | $3,358-1.9% |
| Admin fee / account holder | $3,704 | $4,073-9.1% | $8,859-58.2% | $3,203+15.6% |