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% | $184,200-77.5% | $74,546-44.4% |
| Participation rate | 63.2% | 85.5%-22.3pp | 86.8%-23.7pp | 67.2%-4.1pp |
| Annual return | 23.08% | 19.95%+3.1pp | 28.80%-5.7pp | 1366.03%-1343.0pp |
| Employer contribution / active EE | $3,480 | $4,537-23.3% | $6,424-45.8% | $2,624+32.6% |
| Participant deferral / active EE | $4,794 | $7,139-32.8% | $9,132-47.5% | $4,347+10.3% |
| Admin fee / account holder | $1,587 | $1,260+26.0% | $13,907-88.6% | $1,944-18.4% |