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 | $58,366 | $89,355-34.7% | $141,162-58.7% | $72,985-20.0% |
| Participation rate | 65.2% | 75.1%-9.9pp | 82.5%-17.3pp | 69.5%-4.3pp |
| Annual return | 14.27% | 111.85%-97.6pp | 71.39%-57.1pp | 81.00%-66.7pp |
| Employer contribution / active EE | $1,374 | $3,114-55.9% | $4,735-71.0% | $2,440-43.7% |
| Participant deferral / active EE | $1,873 | $5,418-65.4% | $6,709-72.1% | $3,607-48.1% |
| Admin fee / account holder | $2,678 | $5,958-55.0% | $10,261-73.9% | $5,124-47.7% |