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.
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 | $15,401 | $47,126-67.3% | $149,673-89.7% | $74,419-79.3% |
| Participation rate | 23.8% | 63.4%-39.6pp | 78.8%-55.0pp | 70.7%-46.9pp |
| Annual return | 30.85% | 22.75%+8.1pp | 134.42%-103.6pp | 34.38%-3.5pp |
| Employer contribution / active EE | $376 | $1,905-80.3% | $4,818-92.2% | $2,637-85.8% |
| Participant deferral / active EE | $795 | $2,728-70.9% | $5,680-86.0% | $4,528-82.4% |
| Admin fee / account holder | $1,460 | $343+326.0% | $13,210-88.9% | $348+319.7% |