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 | $71,403 | $50,982+40.1% | $154,803-53.9% | $85,563-16.5% |
| Participation rate | 18.5% | 59.8%-41.3pp | 78.1%-59.6pp | 66.0%-47.5pp |
| Annual return | 13.47% | 30.35%-16.9pp | 58.88%-45.4pp | 31.51%-18.0pp |
| Employer contribution / active EE | $102 | $1,708-94.0% | $4,305-97.6% | $2,654-96.2% |
| Participant deferral / active EE | $737 | $2,474-70.2% | $5,540-86.7% | $4,375-83.1% |
| Admin fee / account holder | $4,734 | $846+459.6% | $14,329-67.0% | $834+467.5% |