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.)
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 | $28,880 | $92,055-68.6% | $106,213-72.8% | $77,643-62.8% |
| Participation rate | 41.5% | 81.0%-39.5pp | 75.3%-33.8pp | 70.6%-29.1pp |
| Annual return | 11.73% | 17.91%-6.2pp | 116.14%-104.4pp | 31.24%-19.5pp |
| Employer contribution / active EE | $986 | $3,367-70.7% | $3,171-68.9% | $2,726-63.8% |
| Participant deferral / active EE | $1,910 | $5,386-64.5% | $5,016-61.9% | $4,647-58.9% |
| Admin fee / account holder | $2,499 | $219+1040.9% | $11,033-77.3% | $430+480.6% |