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.
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 | $25,821 | $73,102-64.7% | $123,544-79.1% | $56,287-54.1% |
| Participation rate | 60.6% | 74.3%-13.7pp | 82.3%-21.7pp | 69.9%-9.2pp |
| Annual return | -3.80% | 3.01%-6.8pp | 119.20%-123.0pp | -9.96%+6.2pp |
| Employer contribution / active EE | $833 | $2,977-72.0% | $4,628-82.0% | $2,111-60.5% |
| Participant deferral / active EE | $1,284 | $5,423-76.3% | $6,426-80.0% | $3,350-61.7% |
| Admin fee / account holder | $1,141 | $554+106.0% | $9,284-87.7% | $521+119.0% |