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 9-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.
Employer 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 | $24,028 | $76,670-68.7% | $96,683-75.1% | $71,457-66.4% |
| Participation rate | 62.3% | 66.6%-4.3pp | 74.3%-12.0pp | 67.9%-5.6pp |
| Annual return | 50.87% | 48.29%+2.6pp | 35.69%+15.2pp | 28.85%+22.0pp |
| Employer contribution / active EE | $707 | $3,031-76.7% | $3,737-81.1% | $2,588-72.7% |
| Participant deferral / active EE | $2,115 | $3,771-43.9% | $4,878-56.6% | $4,289-50.7% |
| Admin fee / account holder | $1,071 | $2,028-47.2% | $6,730-84.1% | $1,587-32.5% |