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.
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 | $31,518 | $47,126-33.1% | $149,673-78.9% | $74,419-57.6% |
| Participation rate | 25.4% | 63.4%-38.0pp | 78.8%-53.4pp | 70.7%-45.4pp |
| Annual return | 27.59% | 22.75%+4.8pp | 134.42%-106.8pp | 34.38%-6.8pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,277 | $2,728-16.5% | $5,680-59.9% | $4,528-49.7% |
| Admin fee / account holder | $2,691 | $343+685.1% | $13,210-79.6% | $348+673.5% |