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 | $42,856 | $55,415-22.7% | $155,509-72.4% | $74,495-42.5% |
| Participation rate | 42.1% | 61.9%-19.8pp | 78.2%-36.1pp | 67.2%-25.1pp |
| Annual return | 17.42% | 268.50%-251.1pp | 64.67%-47.3pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $230 | $2,267-89.8% | $4,672-95.1% | $2,623-91.2% |
| Participant deferral / active EE | $2,173 | $2,836-23.4% | $5,626-61.4% | $4,346-50.0% |
| Admin fee / account holder | $4,916 | $1,738+182.8% | $15,912-69.1% | $1,942+153.2% |