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 | $38,009 | $87,870-56.7% | $113,168-66.4% | $74,304-48.8% |
| Participation rate | 44.9% | 70.7%-25.8pp | 76.6%-31.6pp | 60.3%-15.4pp |
| Annual return | 13.74% | 26.44%-12.7pp | 24.27%-10.5pp | 29.43%-15.7pp |
| Employer contribution / active EE | $1,062 | $2,277-53.4% | $2,975-64.3% | $2,241-52.6% |
| Participant deferral / active EE | $1,790 | $4,241-57.8% | $5,107-65.0% | $3,767-52.5% |
| Admin fee / account holder | $1,744 | $3,368-48.2% | $12,068-85.6% | $2,969-41.3% |