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 8-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 | $63,307 | $55,449+14.2% | $83,848-24.5% | $56,287+12.5% |
| Participation rate | 53.4% | 68.0%-14.6pp | 76.1%-22.7pp | 69.9%-16.4pp |
| Annual return | -4.40% | -1.38%-3.0pp | 850.88%-855.3pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,830 | $2,430-24.7% | $3,631-49.6% | $2,111-13.3% |
| Participant deferral / active EE | $3,735 | $2,935+27.2% | $4,082-8.5% | $3,350+11.5% |
| Admin fee / account holder | $6,352 | $656+868.2% | $5,478+15.9% | $521+1119.2% |