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 3-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.
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 | $27,801 | $100,923-72.5% | $150,045-81.5% | $74,304-62.6% |
| Participation rate | 40.7% | 70.1%-29.4pp | 82.3%-41.6pp | 60.3%-19.7pp |
| Annual return | 19.66% | 51.77%-32.1pp | 62.55%-42.9pp | 29.43%-9.8pp |
| Employer contribution / active EE | $1,039 | $3,463-70.0% | $4,693-77.9% | $2,241-53.7% |
| Participant deferral / active EE | $3,318 | $6,709-50.6% | $7,997-58.5% | $3,767-11.9% |
| Admin fee / account holder | $3,128 | $2,767+13.0% | $13,435-76.7% | $2,969+5.4% |