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 | $41,444 | $61,272-32.4% | $149,673-72.3% | $71,457-42.0% |
| Participation rate | 37.9% | 62.5%-24.6pp | 78.8%-40.9pp | 67.9%-30.0pp |
| Annual return | 16.98% | 35.85%-18.9pp | 134.42%-117.4pp | 28.85%-11.9pp |
| Employer contribution / active EE | $180 | $2,378-92.5% | $4,818-96.3% | $2,588-93.1% |
| Participant deferral / active EE | $1,177 | $2,917-59.7% | $5,680-79.3% | $4,289-72.6% |
| Admin fee / account holder | $1,236 | $1,261-2.0% | $13,210-90.6% | $1,587-22.1% |