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 4-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 | $16,429 | $57,610-71.5% | $154,803-89.4% | $102,872-84.0% |
| Participation rate | 3.9% | 59.5%-55.5pp | 78.1%-74.2pp | 73.0%-69.1pp |
| Annual return | 33.41% | 30.49%+2.9pp | 58.88%-25.5pp | 19.06%+14.3pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $4,305-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $200 | $2,914-93.1% | $5,540-96.4% | $5,535-96.4% |
| Admin fee / account holder | $1,310 | $368+256.0% | $14,329-90.9% | $292+348.1% |