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 | $5,378 | $51,878-89.6% | $68,368-92.1% | $79,634-93.2% |
| Participation rate | 18.1% | 53.7%-35.6pp | 73.8%-55.6pp | 62.5%-44.3pp |
| Annual return | 15.70% | 137.43%-121.7pp | 292.57%-276.9pp | 36.46%-20.8pp |
| Employer contribution / active EE | $0 | $1,931-100.0% | $2,649-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $479 | $2,577-81.4% | $4,123-88.4% | $3,835-87.5% |
| Admin fee / account holder | $1,952 | $942+107.2% | $5,150-62.1% | $1,002+94.9% |