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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $639 | $59,097-98.9% | $82,389-99.2% | $74,304-99.1% |
| Participation rate | 64.5% | 52.8%+11.8pp | 69.5%-5.0pp | 60.3%+4.2pp |
| Annual return | 12.54% | 22.85%-10.3pp | 28.67%-16.1pp | 29.43%-16.9pp |
| Employer contribution / active EE | $0 | $1,601-100.0% | $2,517-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $339 | $2,775-87.8% | $4,155-91.8% | $3,767-91.0% |
| Admin fee / account holder | $399 | $4,489-91.1% | $7,231-94.5% | $2,969-86.6% |