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 | $6,733 | $70,115-90.4% | $70,515-90.5% | $80,160-91.6% |
| Participation rate | 5.1% | 71.7%-66.6pp | 68.3%-63.3pp | 72.9%-67.8pp |
| Annual return | 15.19% | 134.51%-119.3pp | 32.77%-17.6pp | 40.38%-25.2pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $2,973-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $120 | $4,495-97.3% | $4,567-97.4% | $5,017-97.6% |
| Admin fee / account holder | $996 | $112+787.8% | $6,412-84.5% | $145+587.6% |