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 7-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 | $17,989 | $55,415-67.5% | $155,509-88.4% | $74,495-75.9% |
| Participation rate | 32.4% | 61.9%-29.5pp | 78.2%-45.7pp | 67.2%-34.8pp |
| Annual return | 12.16% | 268.50%-256.3pp | 64.67%-52.5pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $34 | $2,267-98.5% | $4,672-99.3% | $2,623-98.7% |
| Participant deferral / active EE | $1,455 | $2,836-48.7% | $5,626-74.1% | $4,346-66.5% |
| Admin fee / account holder | $2,343 | $1,738+34.8% | $15,912-85.3% | $1,942+20.7% |