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.)
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 | $23,379 | $89,436-73.9% | $164,813-85.8% | $77,643-69.9% |
| Participation rate | 50.5% | 78.6%-28.1pp | 78.6%-28.1pp | 70.6%-20.0pp |
| Annual return | 16.38% | 28.83%-12.4pp | 69.93%-53.6pp | 31.24%-14.9pp |
| Employer contribution / active EE | $1,269 | $2,569-50.6% | $4,341-70.8% | $2,726-53.4% |
| Participant deferral / active EE | $1,991 | $4,897-59.3% | $6,031-67.0% | $4,647-57.2% |
| Admin fee / account holder | $2,219 | $339+553.5% | $12,690-82.5% | $430+415.5% |