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 | $65,872 | $91,407-27.9% | $135,903-51.5% | $71,457-7.8% |
| Participation rate | 32.1% | 75.7%-43.6pp | 81.9%-49.8pp | 67.9%-35.8pp |
| Annual return | 30.19% | 29.90%+0.3pp | 68.23%-38.0pp | 28.85%+1.3pp |
| Employer contribution / active EE | $865 | $3,703-76.7% | $4,856-82.2% | $2,588-66.6% |
| Participant deferral / active EE | $3,568 | $7,092-49.7% | $7,758-54.0% | $4,289-16.8% |
| Admin fee / account holder | $3,463 | $1,266+173.6% | $10,762-67.8% | $1,587+118.2% |