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 10-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.
Employer 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.)
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 | $26,522 | $91,762-71.1% | $67,502-60.7% | $77,643-65.8% |
| Participation rate | 41.7% | 75.9%-34.2pp | 72.9%-31.2pp | 70.6%-28.9pp |
| Annual return | 14.91% | 14.87%0pp | 3512.12%-3497.2pp | 31.24%-16.3pp |
| Employer contribution / active EE | $925 | $3,181-70.9% | $2,731-66.1% | $2,726-66.1% |
| Participant deferral / active EE | $1,805 | $3,903-53.8% | $4,000-54.9% | $4,647-61.2% |
| Admin fee / account holder | $2,041 | $176+1059.7% | $3,998-48.9% | $430+374.2% |