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 10-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 | $51,416 | $42,548+20.8% | $74,550-31.0% | $56,287-8.7% |
| Participation rate | 64.7% | 60.5%+4.2pp | 69.1%-4.4pp | 69.9%-5.1pp |
| Annual return | -5.56% | 12.40%-18.0pp | 32.53%-38.1pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,048 | $855+22.6% | $1,961-46.5% | $2,111-50.3% |
| Participant deferral / active EE | $4,307 | $2,277+89.1% | $3,108+38.6% | $3,350+28.6% |
| Admin fee / account holder | $4,950 | $467+959.6% | $5,060-2.2% | $521+850.2% |