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 | $41,326 | $119,446-65.4% | $150,045-72.5% | $85,563-51.7% |
| Participation rate | 35.1% | 75.4%-40.3pp | 82.3%-47.2pp | 66.0%-30.9pp |
| Annual return | 29.89% | 23.72%+6.2pp | 62.55%-32.7pp | 31.51%-1.6pp |
| Employer contribution / active EE | $996 | $4,078-75.6% | $4,693-78.8% | $2,654-62.5% |
| Participant deferral / active EE | $2,419 | $7,985-69.7% | $7,997-69.8% | $4,375-44.7% |
| Admin fee / account holder | $1,574 | $548+187.5% | $13,435-88.3% | $834+88.7% |