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.
Participant 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 | $101,027 | $101,317-0.3% | $146,958-31.3% | $74,495+35.6% |
| Participation rate | 46.4% | 75.5%-29.1pp | 82.2%-35.8pp | 67.2%-20.8pp |
| Annual return | 14.57% | 8730.91%-8716.3pp | 418.34%-403.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,240 | $3,810-67.5% | $4,933-74.9% | $2,623-52.7% |
| Participant deferral / active EE | $2,052 | $7,303-71.9% | $8,070-74.6% | $4,346-52.8% |
| Admin fee / account holder | $3,415 | $1,739+96.4% | $12,998-73.7% | $1,942+75.9% |