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.)
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 | $97,912 | $78,485+24.8% | $106,213-7.8% | $74,495+31.4% |
| Participation rate | 47.5% | 72.8%-25.4pp | 75.3%-27.8pp | 67.2%-19.7pp |
| Annual return | 10.87% | 15.95%-5.1pp | 116.14%-105.3pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,286 | $2,523-49.0% | $3,171-59.4% | $2,623-51.0% |
| Participant deferral / active EE | $1,691 | $4,322-60.9% | $5,016-66.3% | $4,346-61.1% |
| Admin fee / account holder | $9,628 | $2,232+331.4% | $11,033-12.7% | $1,942+395.9% |