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 6-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 | $13,060 | $106,028-87.7% | $146,958-91.1% | $77,643-83.2% |
| Participation rate | 37.7% | 78.4%-40.7pp | 82.2%-44.5pp | 70.6%-32.9pp |
| Annual return | 47.23% | 56.73%-9.5pp | 418.34%-371.1pp | 31.24%+16.0pp |
| Employer contribution / active EE | $1,575 | $4,063-61.2% | $4,933-68.1% | $2,726-42.2% |
| Participant deferral / active EE | $2,225 | $7,990-72.1% | $8,070-72.4% | $4,647-52.1% |
| Admin fee / account holder | $5,442 | $337+1512.5% | $12,998-58.1% | $430+1164.3% |