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 | $21,585 | $45,031-52.1% | $84,966-74.6% | $77,643-72.2% |
| Participation rate | 56.6% | 48.7%+7.9pp | 67.5%-10.9pp | 70.6%-14.0pp |
| Annual return | 198.43% | 79.22%+119.2pp | 66.38%+132.1pp | 31.24%+167.2pp |
| Employer contribution / active EE | $307 | $1,609-80.9% | $2,727-88.7% | $2,726-88.7% |
| Participant deferral / active EE | $1,686 | $2,807-39.9% | $4,519-62.7% | $4,647-63.7% |
| Admin fee / account holder | $2,961 | $912+224.7% | $6,149-51.8% | $430+587.9% |