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 | $10,430 | $45,031-76.8% | $85,009-87.7% | $77,671-86.6% |
| Participation rate | 13.7% | 48.7%-35.0pp | 67.5%-53.8pp | 70.6%-56.9pp |
| Annual return | 38.68% | 79.22%-40.5pp | 66.47%-27.8pp | 31.21%+7.5pp |
| Employer contribution / active EE | $339 | $1,609-78.9% | $2,728-87.6% | $2,726-87.6% |
| Participant deferral / active EE | $534 | $2,807-81.0% | $4,522-88.2% | $4,648-88.5% |
| Admin fee / account holder | $1,666 | $912+82.7% | $6,153-72.9% | $430+287.0% |