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 | $14,188 | $44,960-68.4% | $84,966-83.3% | $74,495-81.0% |
| Participation rate | 58.7% | 49.4%+9.3pp | 67.5%-8.8pp | 67.2%-8.5pp |
| Annual return | 22.69% | 26.24%-3.6pp | 66.38%-43.7pp | 1364.94%-1342.3pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,262 | $2,731+19.5% | $4,519-27.8% | $4,346-24.9% |
| Admin fee / account holder | $451 | $2,209-79.6% | $6,149-92.7% | $1,942-76.8% |