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.
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 | $21,786 | $71,516-69.5% | $98,439-77.9% | $71,457-69.5% |
| Participation rate | 65.0% | 72.7%-7.7pp | 75.2%-10.1pp | 67.9%-2.9pp |
| Annual return | 57.76% | 32.41%+25.3pp | 21.16%+36.6pp | 28.85%+28.9pp |
| Employer contribution / active EE | $1,987 | $2,399-17.2% | $3,048-34.8% | $2,588-23.2% |
| Participant deferral / active EE | $4,643 | $4,109+13.0% | $4,738-2.0% | $4,289+8.3% |
| Admin fee / account holder | $1,074 | $1,675-35.9% | $8,948-88.0% | $1,587-32.3% |