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 5-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.
Employer 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 | $9,463 | $84,487-88.8% | $125,339-92.5% | $66,914-85.9% |
| Participation rate | 56.6% | 76.4%-19.8pp | 82.4%-25.8pp | 69.8%-13.2pp |
| Annual return | 4.41% | -8.39%+12.8pp | 572.05%-567.6pp | 1.58%+2.8pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,346 | $6,781-35.9% | $7,446-41.6% | $4,237+2.6% |
| Admin fee / account holder | $535 | $685-21.9% | $10,010-94.7% | $593-9.9% |