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 | $40,469 | $88,083-54.1% | $164,813-75.4% | $74,495-45.7% |
| Participation rate | 56.5% | 73.0%-16.5pp | 78.6%-22.1pp | 67.2%-10.7pp |
| Annual return | 18.52% | 17.26%+1.3pp | 69.93%-51.4pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $1,592 | $2,593-38.6% | $4,341-63.3% | $2,623-39.3% |
| Participant deferral / active EE | $2,796 | $4,498-37.8% | $6,031-53.7% | $4,346-35.7% |
| Admin fee / account holder | $3,624 | $2,234+62.2% | $12,690-71.4% | $1,942+86.6% |