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 | $67,984-49.3% | $65,493-47.4% | $74,304-53.6% |
| Participation rate | 45.5% | 66.3%-20.8pp | 73.1%-27.6pp | 60.3%-14.8pp |
| Annual return | 12.13% | 19.87%-7.7pp | 982.45%-970.3pp | 29.43%-17.3pp |
| Employer contribution / active EE | $567 | $2,491-77.2% | $2,574-78.0% | $2,241-74.7% |
| Participant deferral / active EE | $1,588 | $3,346-52.5% | $3,961-59.9% | $3,767-57.9% |
| Admin fee / account holder | $2,979 | $1,373+117.0% | $5,028-40.8% | $2,969+0.3% |