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.)
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 | $4,374 | $46,732-90.6% | $156,549-97.2% | $55,167-92.1% |
| Participation rate | 67.0% | 65.8%+1.2pp | 84.0%-17.0pp | 69.0%-2.0pp |
| Annual return | 21.32% | 17.72%+3.6pp | 32.23%-10.9pp | 169.23%-147.9pp |
| Employer contribution / active EE | $2,665 | $2,105+26.6% | $5,501-51.5% | $1,963+35.8% |
| Participant deferral / active EE | $280 | $2,204-87.3% | $4,871-94.2% | $3,054-90.8% |
| Admin fee / account holder | $646 | $418+54.4% | $13,027-95.0% | $504+28.2% |