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 8-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 | $15,788 | $62,146-74.6% | $81,438-80.6% | $74,546-78.8% |
| Participation rate | 51.0% | 64.1%-13.1pp | 69.5%-18.5pp | 67.2%-16.2pp |
| Annual return | 24.67% | 16.49%+8.2pp | 24.74%-0.1pp | 1366.03%-1341.4pp |
| Employer contribution / active EE | $639 | $1,883-66.0% | $2,460-74.0% | $2,624-75.6% |
| Participant deferral / active EE | $1,569 | $3,229-51.4% | $3,883-59.6% | $4,347-63.9% |
| Admin fee / account holder | $811 | $1,922-57.8% | $5,764-85.9% | $1,944-58.3% |