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 | $34,727 | $74,024-53.1% | $77,999-55.5% | $57,658-39.8% |
| Participation rate | 44.5% | 79.7%-35.3pp | 75.5%-31.0pp | 70.2%-25.7pp |
| Annual return | 35.72% | 12.14%+23.6pp | 425.96%-390.2pp | 5.13%+30.6pp |
| Employer contribution / active EE | $713 | $2,365-69.8% | $2,470-71.1% | $1,974-63.9% |
| Participant deferral / active EE | $914 | $3,533-74.1% | $3,497-73.9% | $3,061-70.1% |
| Admin fee / account holder | $894 | $93+859.0% | $5,480-83.7% | $95+845.5% |