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 | $16,822 | $100,923-83.3% | $150,045-88.8% | $74,304-77.4% |
| Participation rate | 49.7% | 70.1%-20.4pp | 82.3%-32.6pp | 60.3%-10.6pp |
| Annual return | 21.10% | 51.77%-30.7pp | 62.55%-41.5pp | 29.43%-8.3pp |
| Employer contribution / active EE | $606 | $3,463-82.5% | $4,693-87.1% | $2,241-72.9% |
| Participant deferral / active EE | $2,142 | $6,709-68.1% | $7,997-73.2% | $3,767-43.1% |
| Admin fee / account holder | $469 | $2,767-83.0% | $13,435-96.5% | $2,969-84.2% |