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 | $48,892 | $60,261-18.9% | $81,783-40.2% | $74,546-34.4% |
| Participation rate | 56.6% | 62.9%-6.3pp | 72.4%-15.8pp | 67.2%-10.7pp |
| Annual return | 26.14% | 16.88%+9.3pp | 775.05%-748.9pp | 1366.03%-1339.9pp |
| Employer contribution / active EE | $2,824 | $2,622+7.7% | $2,913-3.0% | $2,624+7.6% |
| Participant deferral / active EE | $4,385 | $3,388+29.4% | $4,320+1.5% | $4,347+0.9% |
| Admin fee / account holder | $3,981 | $1,482+168.5% | $7,380-46.1% | $1,944+104.8% |