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 | $51,878-91.1% | $68,368-93.2% | $79,634-94.2% |
| Participation rate | 22.8% | 53.7%-30.9pp | 73.8%-51.0pp | 62.5%-39.7pp |
| Annual return | 23.70% | 137.43%-113.7pp | 292.57%-268.9pp | 36.46%-12.8pp |
| Employer contribution / active EE | $636 | $1,931-67.1% | $2,649-76.0% | $2,529-74.9% |
| Participant deferral / active EE | $730 | $2,577-71.7% | $4,123-82.3% | $3,835-80.9% |
| Admin fee / account holder | $1,371 | $942+45.5% | $5,150-73.4% | $1,002+36.8% |