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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,239 | $82,978-22.6% | $129,995-50.6% | $71,457-10.1% |
| Participation rate | 43.9% | 74.1%-30.1pp | 78.5%-34.6pp | 67.9%-24.0pp |
| Annual return | 12.74% | 20.60%-7.9pp | -137.18%+149.9pp | 28.85%-16.1pp |
| Employer contribution / active EE | $1,401 | $2,622-46.6% | $4,320-67.6% | $2,588-45.9% |
| Participant deferral / active EE | $1,196 | $4,432-73.0% | $5,820-79.5% | $4,289-72.1% |
| Admin fee / account holder | $4,459 | $1,729+157.9% | $10,614-58.0% | $1,587+180.9% |