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 8-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 | $61,054 | $100,923-39.5% | $150,045-59.3% | $74,304-17.8% |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.3%-82.3pp | 60.3%-60.3pp |
| Annual return | 18.69% | 51.77%-33.1pp | 62.55%-43.9pp | 29.43%-10.7pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $8,393 | $6,709+25.1% | $7,997+5.0% | $3,767+122.8% |
| Admin fee / account holder | $993 | $2,767-64.1% | $13,435-92.6% | $2,969-66.6% |