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 | $30,052 | $78,485-61.7% | $106,213-71.7% | $74,495-59.7% |
| Participation rate | 68.6% | 72.8%-4.2pp | 75.3%-6.7pp | 67.2%+1.4pp |
| Annual return | 15.81% | 15.95%-0.1pp | 116.14%-100.3pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $108 | $2,523-95.7% | $3,171-96.6% | $2,623-95.9% |
| Participant deferral / active EE | $2,154 | $4,322-50.2% | $5,016-57.1% | $4,346-50.4% |
| Admin fee / account holder | $4,571 | $2,232+104.8% | $11,033-58.6% | $1,942+135.4% |