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 | $85,316 | $86,944-1.9% | $107,525-20.7% | $74,304+14.8% |
| Participation rate | 43.1% | 59.6%-16.4pp | 75.1%-31.9pp | 60.3%-17.2pp |
| Annual return | 15.37% | 23.52%-8.1pp | 181.32%-165.9pp | 29.43%-14.1pp |
| Employer contribution / active EE | $144 | $2,757-94.8% | $3,754-96.2% | $2,241-93.6% |
| Participant deferral / active EE | $1,851 | $3,554-47.9% | $5,116-63.8% | $3,767-50.9% |
| Admin fee / account holder | $1,812 | $3,727-51.4% | $8,919-79.7% | $2,969-39.0% |