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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,730 | $48,750-92.3% | $88,946-95.8% | $74,304-95.0% |
| Participation rate | 46.3% | 44.5%+1.8pp | 68.8%-22.6pp | 60.3%-14.1pp |
| Annual return | -39.18% | 25.91%-65.1pp | 57.82%-97.0pp | 29.43%-68.6pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,127 | $2,423-53.5% | $4,581-75.4% | $3,767-70.1% |
| Admin fee / account holder | $2,142 | $3,756-43.0% | $8,261-74.1% | $2,969-27.9% |