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 | $25,027 | $79,171-68.4% | $102,423-75.6% | $74,495-66.4% |
| Participation rate | 64.7% | 74.8%-10.1pp | 76.5%-11.8pp | 67.2%-2.5pp |
| Annual return | 20.84% | 54.93%-34.1pp | 29.32%-8.5pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $1,809 | $2,362-23.4% | $3,023-40.2% | $2,623-31.0% |
| Participant deferral / active EE | $3,983 | $4,415-9.8% | $5,053-21.2% | $4,346-8.4% |
| Admin fee / account holder | $690 | $2,001-65.5% | $9,451-92.7% | $1,942-64.5% |