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 | $61,289 | $69,763-12.1% | $67,502-9.2% | $74,495-17.7% |
| Participation rate | 40.8% | 71.4%-30.5pp | 72.9%-32.0pp | 67.2%-26.4pp |
| Annual return | 13.74% | -40.34%+54.1pp | 3512.12%-3498.4pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $626 | $2,704-76.8% | $2,731-77.1% | $2,623-76.1% |
| Participant deferral / active EE | $1,835 | $3,636-49.5% | $4,000-54.1% | $4,346-57.8% |
| Admin fee / account holder | $9,348 | $896+943.5% | $3,998+133.8% | $1,942+381.4% |