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 | $31,614 | $50,637-37.6% | $86,590-63.5% | $62,292-49.2% |
| Participation rate | 53.7% | 67.9%-14.2pp | 73.5%-19.8pp | 69.5%-15.8pp |
| Annual return | 118.39% | 20.80%+97.6pp | 964.84%-846.5pp | 28.90%+89.5pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,161 | $2,611-17.2% | $3,609-40.1% | $3,169-31.8% |
| Admin fee / account holder | $815 | $413+97.2% | $4,906-83.4% | $479+70.0% |