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 | $73,360-62.6% | $177,989-84.6% | $74,495-63.2% |
| Participation rate | 51.7% | 66.6%-14.9pp | 77.1%-25.3pp | 67.2%-15.5pp |
| Annual return | 13.91% | 17.49%-3.6pp | 294.48%-280.6pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $364 | $2,216-83.6% | $3,949-90.8% | $2,623-86.1% |
| Participant deferral / active EE | $1,781 | $4,513-60.5% | $6,276-71.6% | $4,346-59.0% |
| Admin fee / account holder | $764 | $1,808-57.7% | $10,363-92.6% | $1,942-60.6% |