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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,075 | $59,263+41.9% | $96,562-12.9% | $79,386+5.9% |
| Participation rate | 44.8% | 61.9%-17.1pp | 69.8%-25.0pp | 70.7%-25.9pp |
| Annual return | 4.42% | 27.07%-22.6pp | 37.78%-33.4pp | 116.85%-112.4pp |
| Employer contribution / active EE | $1,560 | $1,216+28.3% | $2,356-33.8% | $2,427-35.8% |
| Participant deferral / active EE | $757 | $2,948-74.3% | $3,849-80.3% | $4,046-81.3% |
| Admin fee / account holder | $5,003 | $658+659.8% | $6,181-19.1% | $626+698.6% |