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 | $44,921 | $27,827+61.4% | $65,255-31.2% | $71,457-37.1% |
| Participation rate | 48.0% | 57.6%-9.7pp | 65.0%-17.0pp | 67.9%-20.0pp |
| Annual return | 19.49% | 41.58%-22.1pp | 47.35%-27.9pp | 28.85%-9.4pp |
| Employer contribution / active EE | $0 | $1,405-100.0% | $1,691-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,702 | $1,861-8.6% | $2,831-39.9% | $4,289-60.3% |
| Admin fee / account holder | $1,250 | $3,850-67.5% | $4,112-69.6% | $1,587-21.2% |