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 6-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 | $41,356 | $104,475-60.4% | $159,436-74.1% | $79,386-47.9% |
| Participation rate | 58.4% | 76.6%-18.2pp | 82.8%-24.4pp | 70.7%-12.3pp |
| Annual return | 61.15% | 67.95%-6.8pp | 263.57%-202.4pp | 116.85%-55.7pp |
| Employer contribution / active EE | $1,345 | $3,417-60.6% | $4,829-72.2% | $2,427-44.6% |
| Participant deferral / active EE | $2,971 | $6,467-54.1% | $7,352-59.6% | $4,046-26.6% |
| Admin fee / account holder | $4,375 | $711+515.2% | $10,799-59.5% | $626+598.4% |