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 8-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 | $34,450 | $106,028-67.5% | $146,958-76.6% | $77,643-55.6% |
| Participation rate | 38.9% | 78.4%-39.4pp | 82.2%-43.2pp | 70.6%-31.6pp |
| Annual return | 21.68% | 56.73%-35.1pp | 418.34%-396.7pp | 31.24%-9.6pp |
| Employer contribution / active EE | $1,717 | $4,063-57.7% | $4,933-65.2% | $2,726-37.0% |
| Participant deferral / active EE | $3,141 | $7,990-60.7% | $8,070-61.1% | $4,647-32.4% |
| Admin fee / account holder | $1,185 | $337+251.2% | $12,998-90.9% | $430+175.3% |