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 | $96,484-49.8% | $156,263-69.0% | $74,304-34.9% |
| Participation rate | 40.7% | 67.7%-27.0pp | 78.9%-38.3pp | 60.3%-19.7pp |
| Annual return | 17.42% | 17.73%-0.3pp | 59.47%-42.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $487 | $2,528-80.7% | $4,333-88.8% | $2,241-78.3% |
| Participant deferral / active EE | $2,255 | $4,286-47.4% | $6,158-63.4% | $3,767-40.2% |
| Admin fee / account holder | $4,109 | $3,728+10.2% | $14,255-71.2% | $2,969+38.4% |