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 10-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 | $105,420 | $106,749-1.2% | $145,433-27.5% | $82,448+27.9% |
| Participation rate | 69.4% | 75.6%-6.3pp | 82.1%-12.8pp | 68.1%+1.3pp |
| Annual return | 26.43% | 27.59%-1.2pp | 66.58%-40.1pp | 41.64%-15.2pp |
| Employer contribution / active EE | $2,431 | $3,444-29.4% | $4,554-46.6% | $2,551-4.7% |
| Participant deferral / active EE | $16,895 | $6,519+159.2% | $7,897+113.9% | $4,139+308.2% |
| Admin fee / account holder | $21,567 | $8,390+157.1% | $13,129+64.3% | $7,234+198.1% |