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 3-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 | $8,960 | $56,317-84.1% | $71,209-87.4% | $74,304-87.9% |
| Participation rate | 64.3% | 55.1%+9.2pp | 73.8%-9.4pp | 60.3%+4.0pp |
| Annual return | 37.06% | 42.83%-5.8pp | 282.51%-245.5pp | 29.43%+7.6pp |
| Employer contribution / active EE | $1,669 | $2,160-22.7% | $2,721-38.7% | $2,241-25.5% |
| Participant deferral / active EE | $3,229 | $2,788+15.8% | $4,175-22.7% | $3,767-14.3% |
| Admin fee / account holder | $680 | $2,290-70.3% | $5,349-87.3% | $2,969-77.1% |