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.
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 | $11,346 | $59,101-80.8% | $77,163-85.3% | $75,163-84.9% |
| Participation rate | 66.7% | 63.9%+2.8pp | 69.6%-2.9pp | 67.2%-0.5pp |
| Annual return | 14.79% | 26.71%-11.9pp | 37.87%-23.1pp | 160.62%-145.8pp |
| Employer contribution / active EE | $597 | $1,995-70.1% | $2,535-76.5% | $2,670-77.7% |
| Participant deferral / active EE | $1,452 | $2,999-51.6% | $3,833-62.1% | $4,125-64.8% |
| Admin fee / account holder | $1,168 | $4,774-75.5% | $5,472-78.7% | $5,651-79.3% |