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 | $19,405 | $64,119-69.7% | $112,228-82.7% | $66,914-71.0% |
| Participation rate | 46.4% | 68.5%-22.1pp | 75.1%-28.7pp | 69.8%-23.4pp |
| Annual return | 37.73% | -13.81%+51.5pp | 27.45%+10.3pp | 1.58%+36.1pp |
| Employer contribution / active EE | $857 | $3,005-71.5% | $3,635-76.4% | $2,544-66.3% |
| Participant deferral / active EE | $1,623 | $3,693-56.1% | $4,728-65.7% | $4,237-61.7% |
| Admin fee / account holder | $4,100 | $625+555.8% | $6,410-36.0% | $593+591.1% |