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 7-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 | $18,176 | $84,487-78.5% | $125,339-85.5% | $66,914-72.8% |
| Participation rate | 57.1% | 76.4%-19.3pp | 82.4%-25.2pp | 69.8%-12.7pp |
| Annual return | -19.97% | -8.39%-11.6pp | 572.05%-592.0pp | 1.58%-21.6pp |
| Employer contribution / active EE | $1,214 | $3,553-65.8% | $4,814-74.8% | $2,544-52.3% |
| Participant deferral / active EE | $2,615 | $6,781-61.4% | $7,446-64.9% | $4,237-38.3% |
| Admin fee / account holder | $2,127 | $685+210.5% | $10,010-78.8% | $593+258.5% |