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.
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 | $33,358 | $56,423-40.9% | $77,163-56.8% | $71,457-53.3% |
| Participation rate | 59.0% | 64.3%-5.3pp | 69.6%-10.5pp | 67.9%-8.9pp |
| Annual return | 14.67% | 19.05%-4.4pp | 37.87%-23.2pp | 28.85%-14.2pp |
| Employer contribution / active EE | $249 | $1,866-86.6% | $2,535-90.2% | $2,588-90.4% |
| Participant deferral / active EE | $1,476 | $3,142-53.0% | $3,833-61.5% | $4,289-65.6% |
| Admin fee / account holder | $6,035 | $1,429+322.4% | $5,472+10.3% | $1,587+280.2% |