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 | $27,251 | $65,435-58.4% | $86,677-68.6% | $66,914-59.3% |
| Participation rate | 51.8% | 75.5%-23.7pp | 76.6%-24.8pp | 69.8%-18.0pp |
| Annual return | -14.07% | -10.89%-3.2pp | 35.91%-50.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,510 | $2,153-29.9% | $2,836-46.8% | $2,544-40.6% |
| Participant deferral / active EE | $3,047 | $4,100-25.7% | $4,656-34.6% | $4,237-28.1% |
| Admin fee / account holder | $1,369 | $642+113.3% | $7,493-81.7% | $593+130.7% |