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.
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 | $1,865 | $57,057-96.7% | $85,009-97.8% | $80,874-97.7% |
| Participation rate | 61.5% | 56.4%+5.2pp | 67.5%-6.0pp | 67.6%-6.1pp |
| Annual return | 17.27% | 21.66%-4.4pp | 66.47%-49.2pp | 35.62%-18.3pp |
| Employer contribution / active EE | $377 | $1,799-79.0% | $2,728-86.2% | $2,756-86.3% |
| Participant deferral / active EE | $434 | $3,112-86.1% | $4,522-90.4% | $4,297-89.9% |
| Admin fee / account holder | $754 | $4,986-84.9% | $6,153-87.7% | $6,935-89.1% |