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 3-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,623 | $27,839-94.2% | $58,482-97.2% | $71,457-97.7% |
| Participation rate | 57.3% | 34.5%+22.8pp | 50.9%+6.4pp | 67.9%-10.6pp |
| Annual return | 14.11% | 26.81%-12.7pp | 4239.32%-4225.2pp | 28.85%-14.7pp |
| Employer contribution / active EE | $366 | $631-42.0% | $1,053-65.3% | $2,588-85.9% |
| Participant deferral / active EE | $383 | $1,206-68.2% | $1,924-80.1% | $4,289-91.1% |
| Admin fee / account holder | $383 | $1,641-76.6% | $2,516-84.8% | $1,587-75.9% |