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 | $82,296 | $82,917-0.7% | $103,333-20.4% | $77,643+6.0% |
| Participation rate | 30.0% | 71.6%-41.5pp | 74.5%-44.5pp | 70.6%-40.5pp |
| Annual return | 89.60% | 19.13%+70.5pp | 24.88%+64.7pp | 31.24%+58.4pp |
| Employer contribution / active EE | $676 | $3,552-81.0% | $3,868-82.5% | $2,726-75.2% |
| Participant deferral / active EE | $1,931 | $4,108-53.0% | $5,057-61.8% | $4,647-58.5% |
| Admin fee / account holder | $4,526 | $638+609.4% | $8,355-45.8% | $430+951.7% |