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 6-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 | $16,188 | $57,739-72.0% | $112,229-85.6% | $74,419-78.2% |
| Participation rate | 34.3% | 55.6%-21.3pp | 72.4%-38.1pp | 70.7%-36.4pp |
| Annual return | 20.77% | 19.52%+1.2pp | 30.20%-9.4pp | 34.38%-13.6pp |
| Employer contribution / active EE | $718 | $1,675-57.1% | $3,430-79.1% | $2,637-72.8% |
| Participant deferral / active EE | $981 | $2,891-66.1% | $4,798-79.6% | $4,528-78.3% |
| Admin fee / account holder | $325 | $462-29.7% | $7,748-95.8% | $348-6.6% |