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 9-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.
Employer 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 | $36,007 | $122,239-70.5% | $184,203-80.5% | $74,495-51.7% |
| Participation rate | 69.2% | 85.5%-16.2pp | 86.8%-17.6pp | 67.2%+2.0pp |
| Annual return | 12.02% | 19.95%-7.9pp | 28.81%-16.8pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,045 | $7,139-43.3% | $9,131-55.7% | $4,346-6.9% |
| Admin fee / account holder | $4,553 | $1,260+261.4% | $13,901-67.2% | $1,942+134.5% |