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 5-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 | $27,431 | $73,397-62.6% | $178,014-84.6% | $74,546-63.2% |
| Participation rate | 51.7% | 66.6%-14.9pp | 77.1%-25.3pp | 67.2%-15.5pp |
| Annual return | 13.91% | 17.49%-3.6pp | 294.80%-280.9pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $364 | $2,217-83.6% | $3,950-90.8% | $2,624-86.1% |
| Participant deferral / active EE | $1,781 | $4,512-60.5% | $6,276-71.6% | $4,347-59.0% |
| Admin fee / account holder | $764 | $1,809-57.8% | $10,362-92.6% | $1,944-60.7% |