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 10-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,359 | $69,763-85.2% | $67,502-84.7% | $74,495-86.1% |
| Participation rate | 60.6% | 71.4%-10.8pp | 72.9%-12.3pp | 67.2%-6.6pp |
| Annual return | 9.27% | -40.34%+49.6pp | 3512.12%-3502.9pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $1,022 | $2,704-62.2% | $2,731-62.6% | $2,623-61.0% |
| Participant deferral / active EE | $530 | $3,636-85.4% | $4,000-86.7% | $4,346-87.8% |
| Admin fee / account holder | $894 | $896-0.2% | $3,998-77.6% | $1,942-54.0% |