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.
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 | $18,268 | $72,994-75.0% | $120,354-84.8% | $77,643-76.5% |
| Participation rate | 24.0% | 55.2%-31.2pp | 71.9%-47.9pp | 70.6%-46.6pp |
| Annual return | 15.00% | 18.23%-3.2pp | 107.15%-92.1pp | 31.24%-16.2pp |
| Employer contribution / active EE | $432 | $1,793-75.9% | $3,463-87.5% | $2,726-84.2% |
| Participant deferral / active EE | $1,365 | $3,011-54.7% | $4,991-72.7% | $4,647-70.6% |
| Admin fee / account holder | $1,547 | $658+135.2% | $9,423-83.6% | $430+259.5% |