Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $18,063 | $59,402-69.6% | $93,654-80.7% | $74,546-75.8% |
| Participation rate | 58.4% | 59.7%-1.3pp | 68.7%-10.3pp | 67.2%-8.8pp |
| Annual return | 8.21% | 81.86%-73.6pp | 133.34%-125.1pp | 1366.03%-1357.8pp |
| Employer contribution / active EE | $872 | $1,265-31.0% | $2,421-64.0% | $2,624-66.8% |
| Participant deferral / active EE | $1,250 | $3,049-59.0% | $4,413-71.7% | $4,347-71.2% |
| Admin fee / account holder | $3,523 | $3,023+16.5% | $8,282-57.5% | $1,944+81.2% |