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 | $82,564 | $55,449+48.9% | $83,848-1.5% | $56,287+46.7% |
| Participation rate | 69.2% | 68.0%+1.2pp | 76.1%-7.0pp | 69.9%-0.7pp |
| Annual return | -5.74% | -1.38%-4.4pp | 850.88%-856.6pp | -9.96%+4.2pp |
| Employer contribution / active EE | $5,922 | $2,430+143.7% | $3,631+63.1% | $2,111+180.5% |
| Participant deferral / active EE | $1,019 | $2,935-65.3% | $4,082-75.0% | $3,350-69.6% |
| Admin fee / account holder | $9,132 | $656+1292.0% | $5,478+66.7% | $521+1652.9% |