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 8-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 | $7,270 | $40,522-82.1% | $84,611-91.4% | $67,579-89.2% |
| Participation rate | 32.3% | 51.1%-18.8pp | 68.2%-36.0pp | 71.3%-39.0pp |
| Annual return | 42.51% | 32.72%+9.8pp | 258.74%-216.2pp | 378.56%-336.0pp |
| Employer contribution / active EE | $625 | $1,146-45.4% | $2,652-76.4% | $2,148-70.9% |
| Participant deferral / active EE | $357 | $2,132-83.3% | $3,899-90.9% | $3,539-89.9% |
| Admin fee / account holder | $1,643 | $145+1030.7% | $4,912-66.6% | $142+1054.7% |