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.)
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 | $41,597 | $59,417-30.0% | $93,606-55.6% | $74,495-44.2% |
| Participation rate | 69.9% | 59.7%+10.3pp | 68.7%+1.2pp | 67.2%+2.7pp |
| Annual return | 12.67% | 81.83%-69.2pp | 133.20%-120.5pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,461 | $3,050+13.5% | $4,411-21.6% | $4,346-20.4% |
| Admin fee / account holder | $818 | $3,021-72.9% | $8,285-90.1% | $1,942-57.9% |