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 | $15,527 | $61,272-74.7% | $149,673-89.6% | $71,457-78.3% |
| Participation rate | 47.1% | 62.5%-15.4pp | 78.8%-31.7pp | 67.9%-20.9pp |
| Annual return | 15.39% | 35.85%-20.5pp | 134.42%-119.0pp | 28.85%-13.5pp |
| Employer contribution / active EE | $463 | $2,378-80.5% | $4,818-90.4% | $2,588-82.1% |
| Participant deferral / active EE | $555 | $2,917-81.0% | $5,680-90.2% | $4,289-87.1% |
| Admin fee / account holder | $2,343 | $1,261+85.8% | $13,210-82.3% | $1,587+47.6% |