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 | $25,718 | $60,795-57.7% | $69,455-63.0% | $65,185-60.5% |
| Participation rate | 68.3% | 74.9%-6.6pp | 74.6%-6.3pp | 70.2%-1.9pp |
| Annual return | 17.87% | 17.46%+0.4pp | 28.97%-11.1pp | 29.38%-11.5pp |
| Employer contribution / active EE | $1,839 | $2,452-25.0% | $2,779-33.8% | $2,177-15.5% |
| Participant deferral / active EE | $712 | $3,162-77.5% | $3,535-79.9% | $3,514-79.7% |
| Admin fee / account holder | $2,685 | $314+756.1% | $3,839-30.1% | $847+217.0% |