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 3-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 | $18,720 | $91,762-79.6% | $67,502-72.3% | $77,643-75.9% |
| Participation rate | 34.0% | 75.9%-41.9pp | 72.9%-38.8pp | 70.6%-36.5pp |
| Annual return | 166.76% | 14.87%+151.9pp | 3512.12%-3345.4pp | 31.24%+135.5pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,487 | $3,903-36.3% | $4,000-37.8% | $4,647-46.5% |
| Admin fee / account holder | $328 | $176+86.2% | $3,998-91.8% | $430-23.9% |