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 | $36,190 | $89,652-59.6% | $141,162-74.4% | $65,185-44.5% |
| Participation rate | 64.5% | 74.7%-10.2pp | 82.5%-18.0pp | 70.2%-5.7pp |
| Annual return | 55.14% | 32.79%+22.3pp | 71.39%-16.2pp | 29.38%+25.8pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,971 | $5,691+40.1% | $6,709+18.8% | $3,514+126.8% |
| Admin fee / account holder | $4,278 | $569+652.5% | $10,261-58.3% | $847+405.0% |