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 | $26,413 | $55,371-52.3% | $95,585-72.4% | $74,304-64.5% |
| Participation rate | 42.5% | 53.8%-11.3pp | 72.1%-29.6pp | 60.3%-17.8pp |
| Annual return | 35.41% | 24.26%+11.1pp | 38.56%-3.1pp | 29.43%+6.0pp |
| Employer contribution / active EE | $3,215 | $1,437+123.7% | $2,527+27.2% | $2,241+43.5% |
| Participant deferral / active EE | $581 | $2,955-80.3% | $4,023-85.6% | $3,767-84.6% |
| Admin fee / account holder | $1,200 | $2,620-54.2% | $6,127-80.4% | $2,969-59.6% |