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 | $34,474 | $64,705-46.7% | $62,929-45.2% | $67,986-49.3% |
| Participation rate | 45.5% | 65.6%-20.1pp | 73.1%-27.6pp | 57.2%-11.7pp |
| Annual return | 12.13% | 20.31%-8.2pp | 1063.93%-1051.8pp | 31.67%-19.5pp |
| Employer contribution / active EE | $567 | $2,376-76.1% | $2,505-77.4% | $2,019-71.9% |
| Participant deferral / active EE | $1,588 | $3,198-50.3% | $3,888-59.2% | $3,358-52.7% |
| Admin fee / account holder | $2,979 | $1,428+108.6% | $5,065-41.2% | $3,203-7.0% |