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 7-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 | $22,225 | $55,415-59.9% | $155,509-85.7% | $74,495-70.2% |
| Participation rate | 69.3% | 61.9%+7.4pp | 78.2%-8.9pp | 67.2%+2.1pp |
| Annual return | 15.08% | 268.50%-253.4pp | 64.67%-49.6pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,949 | $2,267-14.0% | $4,672-58.3% | $2,623-25.7% |
| Participant deferral / active EE | $1,592 | $2,836-43.9% | $5,626-71.7% | $4,346-63.4% |
| Admin fee / account holder | $549 | $1,738-68.4% | $15,912-96.5% | $1,942-71.7% |