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 4-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 | $36,321 | $81,625-55.5% | $167,512-78.3% | $74,304-51.1% |
| Participation rate | 54.7% | 60.0%-5.3pp | 77.1%-22.3pp | 60.3%-5.6pp |
| Annual return | 32.42% | 26.09%+6.3pp | 1615.79%-1583.4pp | 29.43%+3.0pp |
| Employer contribution / active EE | $1,499 | $2,010-25.4% | $3,882-61.4% | $2,241-33.1% |
| Participant deferral / active EE | $5,744 | $4,115+39.6% | $6,405-10.3% | $3,767+52.5% |
| Admin fee / account holder | $2,016 | $3,474-42.0% | $9,769-79.4% | $2,969-32.1% |