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 5-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 | $26,381 | $66,098-60.1% | $101,794-74.1% | $74,304-64.5% |
| Participation rate | 59.5% | 53.8%+5.8pp | 69.2%-9.7pp | 60.3%-0.8pp |
| Annual return | 21.68% | 19.59%+2.1pp | 30.53%-8.8pp | 29.43%-7.7pp |
| Employer contribution / active EE | $1,837 | $1,082+69.8% | $2,289-19.8% | $2,241-18.0% |
| Participant deferral / active EE | $3,425 | $2,781+23.2% | $4,084-16.1% | $3,767-9.1% |
| Admin fee / account holder | $2,850 | $4,146-31.3% | $8,777-67.5% | $2,969-4.0% |