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 5-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 | $3,827 | $29,546-87.0% | $56,441-93.2% | $77,671-95.1% |
| Participation rate | 64.9% | 32.7%+32.3pp | 52.5%+12.4pp | 70.6%-5.6pp |
| Annual return | 16.71% | 19.01%-2.3pp | 1704.21%-1687.5pp | 31.21%-14.5pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,203 | $1,061+13.4% | $1,953-38.4% | $4,648-74.1% |
| Admin fee / account holder | $523 | $1,046-50.0% | $2,829-81.5% | $430+21.6% |