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 | $66,639 | $104,475-36.2% | $159,436-58.2% | $79,386-16.1% |
| Participation rate | 67.1% | 76.6%-9.5pp | 82.8%-15.7pp | 70.7%-3.6pp |
| Annual return | 35.99% | 67.95%-32.0pp | 263.57%-227.6pp | 116.85%-80.9pp |
| Employer contribution / active EE | $557 | $3,417-83.7% | $4,829-88.5% | $2,427-77.1% |
| Participant deferral / active EE | $10,230 | $6,467+58.2% | $7,352+39.1% | $4,046+152.9% |
| Admin fee / account holder | $6,316 | $711+788.2% | $10,799-41.5% | $626+908.3% |