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 | $23,520 | $80,724-70.9% | $103,333-77.2% | $74,495-68.4% |
| Participation rate | 63.5% | 65.7%-2.2pp | 74.5%-11.0pp | 67.2%-3.7pp |
| Annual return | 14.14% | 27.56%-13.4pp | 24.88%-10.7pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $3,968 | $3,157+25.7% | $3,868+2.6% | $2,623+51.3% |
| Participant deferral / active EE | $2,302 | $3,860-40.4% | $5,057-54.5% | $4,346-47.0% |
| Admin fee / account holder | $2,291 | $2,368-3.3% | $8,355-72.6% | $1,942+18.0% |