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 4-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 | $2,844 | $20,316-86.0% | $66,042-95.7% | $74,304-96.2% |
| Participation rate | 53.9% | 62.8%-8.8pp | 67.5%-13.6pp | 60.3%-6.4pp |
| Annual return | 19.68% | 28.10%-8.4pp | 52.11%-32.4pp | 29.43%-9.7pp |
| Employer contribution / active EE | $345 | $745-53.7% | $1,579-78.2% | $2,241-84.6% |
| Participant deferral / active EE | $672 | $1,615-58.4% | $2,835-76.3% | $3,767-82.2% |
| Admin fee / account holder | $348 | $1,668-79.1% | $5,747-93.9% | $2,969-88.3% |