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 | $29,051-87.7% | $52,425-93.2% | $67,986-94.7% |
| Participation rate | 52.5% | 30.4%+22.1pp | 55.6%-3.1pp | 57.2%-4.7pp |
| Annual return | 24.36% | 24.00%+0.4pp | 302.12%-277.8pp | 31.67%-7.3pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,035 | $873+18.5% | $1,790-42.2% | $3,358-69.2% |
| Admin fee / account holder | $337 | $2,113-84.1% | $2,495-86.5% | $3,203-89.5% |