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 | $29,405 | $31,038-5.3% | $65,255-54.9% | $74,419-60.5% |
| Participation rate | 24.1% | 66.9%-42.8pp | 65.0%-40.9pp | 70.7%-46.6pp |
| Annual return | 20.96% | 38.60%-17.6pp | 47.35%-26.4pp | 34.38%-13.4pp |
| Employer contribution / active EE | $585 | $1,188-50.7% | $1,691-65.4% | $2,637-77.8% |
| Participant deferral / active EE | $1,265 | $2,792-54.7% | $2,831-55.3% | $4,528-72.1% |
| Admin fee / account holder | $3,788 | $299+1167.2% | $4,112-7.9% | $348+988.9% |