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 6-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 | $57,340 | $85,515-32.9% | $112,040-48.8% | $67,986-15.7% |
| Participation rate | 64.8% | 68.2%-3.4pp | 76.5%-11.6pp | 57.2%+7.6pp |
| Annual return | 20.00% | 29.68%-9.7pp | 24.52%-4.5pp | 31.67%-11.7pp |
| Employer contribution / active EE | $925 | $2,191-57.8% | $2,954-68.7% | $2,019-54.2% |
| Participant deferral / active EE | $2,473 | $4,014-38.4% | $5,098-51.5% | $3,358-26.3% |
| Admin fee / account holder | $2,627 | $3,774-30.4% | $12,098-78.3% | $3,203-18.0% |