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 7-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 | $10,073 | $108,549-90.7% | $156,263-93.6% | $85,563-88.2% |
| Participation rate | 56.9% | 77.1%-20.2pp | 78.9%-22.0pp | 66.0%-9.1pp |
| Annual return | 61.33% | 21.79%+39.5pp | 59.47%+1.9pp | 31.51%+29.8pp |
| Employer contribution / active EE | $1,680 | $2,690-37.5% | $4,333-61.2% | $2,654-36.7% |
| Participant deferral / active EE | $3,125 | $4,800-34.9% | $6,158-49.2% | $4,375-28.6% |
| Admin fee / account holder | $567 | $650-12.8% | $14,255-96.0% | $834-32.1% |