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 8-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 | $32,886 | $84,487-61.1% | $125,339-73.8% | $66,914-50.9% |
| Participation rate | 46.9% | 76.4%-29.5pp | 82.4%-35.5pp | 69.8%-22.9pp |
| Annual return | -12.15% | -8.39%-3.8pp | 572.05%-584.2pp | 1.58%-13.7pp |
| Employer contribution / active EE | $599 | $3,553-83.1% | $4,814-87.5% | $2,544-76.4% |
| Participant deferral / active EE | $4,832 | $6,781-28.7% | $7,446-35.1% | $4,237+14.0% |
| Admin fee / account holder | $1,039 | $685+51.6% | $10,010-89.6% | $593+75.1% |