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 | $28,482 | $56,047-49.2% | $98,716-71.1% | $79,634-64.2% |
| Participation rate | 42.7% | 54.6%-11.9pp | 69.3%-26.6pp | 62.5%-19.8pp |
| Annual return | 16.04% | 17.58%-1.5pp | 31.81%-15.8pp | 36.46%-20.4pp |
| Employer contribution / active EE | $306 | $1,237-75.3% | $2,279-86.6% | $2,529-87.9% |
| Participant deferral / active EE | $1,945 | $2,469-21.2% | $4,048-52.0% | $3,835-49.3% |
| Admin fee / account holder | $3,943 | $1,512+160.8% | $8,703-54.7% | $1,002+293.5% |