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 | $150,696 | $78,976+90.8% | $100,383+50.1% | $74,546+102.2% |
| Participation rate | 45.5% | 79.5%-34.0pp | 81.5%-36.0pp | 67.2%-21.7pp |
| Annual return | 3.45% | 20.62%-17.2pp | 49.26%-45.8pp | 1366.03%-1362.6pp |
| Employer contribution / active EE | $1,190 | $3,019-60.6% | $3,944-69.8% | $2,624-54.7% |
| Participant deferral / active EE | $3,448 | $7,758-55.6% | $8,086-57.4% | $4,347-20.7% |
| Admin fee / account holder | $3,094 | $1,330+132.6% | $7,900-60.8% | $1,944+59.2% |