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.)
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 | $31,126 | $119,446-73.9% | $150,045-79.3% | $85,563-63.6% |
| Participation rate | 15.0% | 75.4%-60.4pp | 82.3%-67.3pp | 66.0%-50.9pp |
| Annual return | 15.34% | 23.72%-8.4pp | 62.55%-47.2pp | 31.51%-16.2pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,291 | $7,985-71.3% | $7,997-71.4% | $4,375-47.6% |
| Admin fee / account holder | $6,838 | $548+1148.8% | $13,435-49.1% | $834+719.7% |