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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,724 | $79,013-19.3% | $100,391-36.5% | $74,495-14.5% |
| Participation rate | 37.6% | 79.5%-41.9pp | 81.5%-43.9pp | 67.2%-29.6pp |
| Annual return | 19.07% | 20.41%-1.3pp | 49.20%-30.1pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $1,314 | $3,021-56.5% | $3,942-66.7% | $2,623-49.9% |
| Participant deferral / active EE | $2,285 | $7,760-70.5% | $8,082-71.7% | $4,346-47.4% |
| Admin fee / account holder | $4,019 | $1,320+204.5% | $7,899-49.1% | $1,942+107.0% |