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 6-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.
Participant 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 | $7,532 | $91,407-91.8% | $135,903-94.5% | $71,457-89.5% |
| Participation rate | 44.1% | 75.7%-31.5pp | 81.9%-37.8pp | 67.9%-23.8pp |
| Annual return | 20.13% | 29.90%-9.8pp | 68.23%-48.1pp | 28.85%-8.7pp |
| Employer contribution / active EE | $1,461 | $3,703-60.5% | $4,856-69.9% | $2,588-43.5% |
| Participant deferral / active EE | $616 | $7,092-91.3% | $7,758-92.1% | $4,289-85.6% |
| Admin fee / account holder | $679 | $1,266-46.4% | $10,762-93.7% | $1,587-57.2% |