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 | $48,397 | $91,760-47.3% | $156,181-69.0% | $67,986-28.8% |
| Participation rate | 40.7% | 65.0%-24.4pp | 78.8%-38.2pp | 57.2%-16.6pp |
| Annual return | 17.42% | 18.14%-0.7pp | 64.87%-47.5pp | 31.67%-14.2pp |
| Employer contribution / active EE | $487 | $2,419-79.9% | $4,294-88.7% | $2,019-75.9% |
| Participant deferral / active EE | $2,255 | $3,960-43.1% | $6,132-63.2% | $3,358-32.9% |
| Admin fee / account holder | $4,109 | $3,949+4.1% | $14,586-71.8% | $3,203+28.3% |