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 9-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 | $28,033 | $79,171-64.6% | $102,423-72.6% | $74,495-62.4% |
| Participation rate | 38.5% | 74.8%-36.3pp | 76.5%-38.0pp | 67.2%-28.7pp |
| Annual return | 19.40% | 54.93%-35.5pp | 29.32%-9.9pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,563 | $4,415-19.3% | $5,053-29.5% | $4,346-18.0% |
| Admin fee / account holder | $4,764 | $2,001+138.1% | $9,451-49.6% | $1,942+145.3% |