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 | $46,755 | $71,516-34.6% | $98,439-52.5% | $71,457-34.6% |
| Participation rate | 66.7% | 72.7%-6.0pp | 75.2%-8.5pp | 67.9%-1.3pp |
| Annual return | 17.44% | 32.41%-15.0pp | 21.16%-3.7pp | 28.85%-11.4pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $839 | $4,109-79.6% | $4,738-82.3% | $4,289-80.4% |
| Admin fee / account holder | $2,620 | $1,675+56.4% | $8,948-70.7% | $1,587+65.0% |