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 7-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 | $17,313 | $52,208-66.8% | $86,612-80.0% | $74,419-76.7% |
| Participation rate | 12.4% | 66.3%-53.9pp | 71.7%-59.3pp | 70.7%-58.3pp |
| Annual return | 18.68% | 44.46%-25.8pp | 591.07%-572.4pp | 34.38%-15.7pp |
| Employer contribution / active EE | $683 | $2,282-70.1% | $3,022-77.4% | $2,637-74.1% |
| Participant deferral / active EE | $458 | $3,383-86.5% | $4,438-89.7% | $4,528-89.9% |
| Admin fee / account holder | $508 | $319+59.4% | $5,614-90.9% | $348+46.1% |