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 | $11,308 | $52,953-78.6% | $172,739-93.5% | $65,185-82.7% |
| Participation rate | 61.8% | 66.2%-4.4pp | 82.6%-20.9pp | 70.2%-8.4pp |
| Annual return | 31.17% | 30.12%+1.0pp | 802.84%-771.7pp | 29.38%+1.8pp |
| Employer contribution / active EE | $2,171 | $2,190-0.9% | $5,143-57.8% | $2,177-0.3% |
| Participant deferral / active EE | $3,601 | $2,471+45.7% | $5,198-30.7% | $3,514+2.5% |
| Admin fee / account holder | $1,739 | $472+268.5% | $13,954-87.5% | $847+105.3% |