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 6-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,913 | $57,651-65.5% | $112,229-82.3% | $71,457-72.1% |
| Participation rate | 40.9% | 58.9%-18.0pp | 72.4%-31.5pp | 67.9%-27.0pp |
| Annual return | 29.02% | 18.32%+10.7pp | 30.20%-1.2pp | 28.85%+0.2pp |
| Employer contribution / active EE | $1,240 | $1,913-35.2% | $3,430-63.9% | $2,588-52.1% |
| Participant deferral / active EE | $1,731 | $2,863-39.5% | $4,798-63.9% | $4,289-59.6% |
| Admin fee / account holder | $1,585 | $1,581+0.2% | $7,748-79.5% | $1,587-0.2% |