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 8-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.
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 | $17,030 | $80,724-78.9% | $103,333-83.5% | $74,495-77.1% |
| Participation rate | 68.3% | 65.7%+2.7pp | 74.5%-6.2pp | 67.2%+1.1pp |
| Annual return | 12.41% | 27.56%-15.2pp | 24.88%-12.5pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $980 | $3,157-69.0% | $3,868-74.7% | $2,623-62.7% |
| Participant deferral / active EE | $1,704 | $3,860-55.9% | $5,057-66.3% | $4,346-60.8% |
| Admin fee / account holder | $1,563 | $2,368-34.0% | $8,355-81.3% | $1,942-19.5% |