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.
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 | $2,259 | $45,343-95.0% | $150,298-98.5% | $67,986-96.7% |
| Participation rate | 42.8% | 51.9%-9.1pp | 77.8%-35.0pp | 57.2%-14.4pp |
| Annual return | 8.89% | 33.28%-24.4pp | 62.79%-53.9pp | 31.67%-22.8pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $371 | $2,055-82.0% | $5,453-93.2% | $3,358-89.0% |
| Admin fee / account holder | $899 | $2,250-60.1% | $14,116-93.6% | $3,203-71.9% |