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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,233 | $54,701-13.7% | $86,188-45.2% | $71,457-33.9% |
| Participation rate | 50.0% | 60.1%-10.1pp | 69.0%-19.0pp | 67.9%-17.9pp |
| Annual return | 11.77% | 20.06%-8.3pp | 1168.45%-1156.7pp | 28.85%-17.1pp |
| Employer contribution / active EE | $65 | $1,265-94.9% | $2,380-97.3% | $2,588-97.5% |
| Participant deferral / active EE | $2,713 | $3,108-12.7% | $3,985-31.9% | $4,289-36.7% |
| Admin fee / account holder | $4,499 | $1,922+134.2% | $6,852-34.3% | $1,587+183.5% |