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.
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 | $41,419 | $122,239-66.1% | $184,203-77.5% | $74,495-44.4% |
| Participation rate | 63.2% | 85.5%-22.3pp | 86.8%-23.7pp | 67.2%-4.0pp |
| Annual return | 23.08% | 19.95%+3.1pp | 28.81%-5.7pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $3,480 | $4,537-23.3% | $6,427-45.9% | $2,623+32.7% |
| Participant deferral / active EE | $4,794 | $7,139-32.8% | $9,131-47.5% | $4,346+10.3% |
| Admin fee / account holder | $1,587 | $1,260+26.0% | $13,901-88.6% | $1,942-18.3% |