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 9-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 | $19,364 | $51,045-62.1% | $70,515-72.5% | $71,457-72.9% |
| Participation rate | 19.4% | 59.4%-40.0pp | 68.3%-49.0pp | 67.9%-48.6pp |
| Annual return | 16.91% | 42.63%-25.7pp | 32.77%-15.9pp | 28.85%-11.9pp |
| Employer contribution / active EE | $444 | $1,790-75.2% | $2,973-85.1% | $2,588-82.8% |
| Participant deferral / active EE | $753 | $3,026-75.1% | $4,567-83.5% | $4,289-82.4% |
| Admin fee / account holder | $1,743 | $1,994-12.6% | $6,412-72.8% | $1,587+9.8% |