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 3-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 | $3,586 | $31,310-88.5% | $53,898-93.3% | $74,304-95.2% |
| Participation rate | 52.5% | 30.7%+21.9pp | 55.0%-2.4pp | 60.3%-7.8pp |
| Annual return | 24.36% | 23.16%+1.2pp | 528.60%-504.2pp | 29.43%-5.1pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,035 | $934+10.8% | $1,826-43.3% | $3,767-72.5% |
| Admin fee / account holder | $337 | $2,175-84.5% | $2,491-86.5% | $2,969-88.7% |