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 | $78,097 | $68,914+13.3% | $136,749-42.9% | $74,304+5.1% |
| Participation rate | 66.9% | 51.3%+15.6pp | 72.1%-5.2pp | 60.3%+6.6pp |
| Annual return | 35.82% | 16.34%+19.5pp | 24.33%+11.5pp | 29.43%+6.4pp |
| Employer contribution / active EE | $0 | $1,561-100.0% | $3,400-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,552 | $2,541+39.8% | $4,692-24.3% | $3,767-5.7% |
| Admin fee / account holder | $4,983 | $3,149+58.2% | $11,386-56.2% | $2,969+67.8% |