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.
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 | $50,681 | $100,923-49.8% | $150,045-66.2% | $74,304-31.8% |
| Participation rate | 52.6% | 70.1%-17.5pp | 82.3%-29.8pp | 60.3%-7.8pp |
| Annual return | 15.42% | 51.77%-36.4pp | 62.55%-47.1pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,173 | $3,463-66.1% | $4,693-75.0% | $2,241-47.7% |
| Participant deferral / active EE | $1,517 | $6,709-77.4% | $7,997-81.0% | $3,767-59.7% |
| Admin fee / account holder | $9,746 | $2,767+252.2% | $13,435-27.5% | $2,969+228.3% |