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 4-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 | $7,998 | $58,264-86.3% | $86,612-90.8% | $71,457-88.8% |
| Participation rate | 60.7% | 65.0%-4.3pp | 71.7%-11.0pp | 67.9%-7.2pp |
| Annual return | 52.47% | 21.63%+30.8pp | 591.07%-538.6pp | 28.85%+23.6pp |
| Employer contribution / active EE | $1,054 | $2,574-59.1% | $3,022-65.1% | $2,588-59.3% |
| Participant deferral / active EE | $2,352 | $3,436-31.6% | $4,438-47.0% | $4,289-45.2% |
| Admin fee / account holder | $323 | $1,057-69.4% | $5,614-94.2% | $1,587-79.6% |