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 | $74,742 | $82,972-9.9% | $103,374-27.7% | $77,671-3.8% |
| Participation rate | 28.7% | 71.5%-42.8pp | 74.5%-45.8pp | 70.6%-41.8pp |
| Annual return | 11.74% | 19.14%-7.4pp | 24.89%-13.1pp | 31.21%-19.5pp |
| Employer contribution / active EE | $1,095 | $3,554-69.2% | $3,869-71.7% | $2,726-59.8% |
| Participant deferral / active EE | $1,693 | $4,108-58.8% | $5,058-66.5% | $4,648-63.6% |
| Admin fee / account holder | $1,660 | $639+159.9% | $8,394-80.2% | $430+285.6% |