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 | $20,204 | $55,453-63.6% | $170,442-88.1% | $62,292-67.6% |
| Participation rate | 45.6% | 66.4%-20.7pp | 83.6%-38.0pp | 69.5%-23.9pp |
| Annual return | 22.66% | 21.38%+1.3pp | 205.93%-183.3pp | 28.90%-6.2pp |
| Employer contribution / active EE | $133 | $2,164-93.8% | $5,433-97.5% | $2,042-93.5% |
| Participant deferral / active EE | $1,207 | $2,303-47.6% | $4,939-75.6% | $3,169-61.9% |
| Admin fee / account holder | $2,342 | $455+414.6% | $13,880-83.1% | $479+388.5% |