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.
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.)
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 | $22,986 | $76,050-69.8% | $96,544-76.2% | $71,457-67.8% |
| Participation rate | 65.3% | 74.4%-9.1pp | 76.0%-10.7pp | 67.9%-2.6pp |
| Annual return | 18.15% | 22.81%-4.7pp | 25.84%-7.7pp | 28.85%-10.7pp |
| Employer contribution / active EE | $411 | $2,244-81.7% | $2,965-86.1% | $2,588-84.1% |
| Participant deferral / active EE | $2,964 | $4,215-29.7% | $4,851-38.9% | $4,289-30.9% |
| Admin fee / account holder | $2,775 | $2,707+2.5% | $8,252-66.4% | $1,587+74.8% |