Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 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 | $47,105-81.0% | $68,368-86.9% | $67,986-86.8% |
| Participation rate | 64.3% | 51.8%+12.5pp | 73.8%-9.4pp | 57.2%+7.1pp |
| Annual return | 37.06% | 48.37%-11.3pp | 292.57%-255.5pp | 31.67%+5.4pp |
| Employer contribution / active EE | $1,669 | $1,859-10.2% | $2,649-37.0% | $2,019-17.3% |
| Participant deferral / active EE | $3,229 | $2,374+36.0% | $4,123-21.7% | $3,358-3.8% |
| Admin fee / account holder | $680 | $2,435-72.1% | $5,150-86.8% | $3,203-78.8% |