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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,897 | $48,750-79.7% | $88,946-88.9% | $74,304-86.7% |
| Participation rate | 60.4% | 44.5%+15.9pp | 68.8%-8.5pp | 60.3%0pp |
| Annual return | 13.63% | 25.91%-12.3pp | 57.82%-44.2pp | 29.43%-15.8pp |
| Employer contribution / active EE | $2,197 | $1,255+75.0% | $2,555-14.0% | $2,241-2.0% |
| Participant deferral / active EE | $520 | $2,423-78.5% | $4,581-88.6% | $3,767-86.2% |
| Admin fee / account holder | $4,275 | $3,756+13.8% | $8,261-48.3% | $2,969+44.0% |