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 9-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 | $26,571 | $86,929-69.4% | $102,423-74.1% | $80,856-67.1% |
| Participation rate | 67.7% | 72.4%-4.7pp | 76.5%-8.8pp | 67.6%+0.1pp |
| Annual return | 10.94% | 18.88%-7.9pp | 29.32%-18.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,024 | $2,369-56.8% | $3,023-66.1% | $2,755-62.8% |
| Participant deferral / active EE | $2,319 | $4,118-43.7% | $5,053-54.1% | $4,296-46.0% |
| Admin fee / account holder | $931 | $8,049-88.4% | $9,451-90.2% | $6,918-86.5% |