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 7-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 | $4,620 | $61,058-92.4% | $71,209-93.5% | $85,563-94.6% |
| Participation rate | 22.8% | 58.6%-35.8pp | 73.8%-51.0pp | 66.0%-43.2pp |
| Annual return | 23.70% | 100.41%-76.7pp | 282.51%-258.8pp | 31.51%-7.8pp |
| Employer contribution / active EE | $636 | $2,199-71.1% | $2,721-76.6% | $2,654-76.0% |
| Participant deferral / active EE | $730 | $3,173-77.0% | $4,175-82.5% | $4,375-83.3% |
| Admin fee / account holder | $1,371 | $855+60.4% | $5,349-74.4% | $834+64.3% |