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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,128 | $87,870-21.3% | $113,168-38.9% | $74,304-7.0% |
| Participation rate | 54.0% | 70.7%-16.7pp | 76.6%-22.6pp | 60.3%-6.3pp |
| Annual return | 11.79% | 26.44%-14.6pp | 24.27%-12.5pp | 29.43%-17.6pp |
| Employer contribution / active EE | $446 | $2,277-80.4% | $2,975-85.0% | $2,241-80.1% |
| Participant deferral / active EE | $2,630 | $4,241-38.0% | $5,107-48.5% | $3,767-30.2% |
| Admin fee / account holder | $14,172 | $3,368+320.8% | $12,068+17.4% | $2,969+377.3% |