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.
Participant 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 | $16,040 | $132,049-87.9% | $200,582-92.0% | $74,304-78.4% |
| Participation rate | 52.9% | 84.1%-31.2pp | 86.9%-34.0pp | 60.3%-7.5pp |
| Annual return | 23.54% | 22.22%+1.3pp | 42.33%-18.8pp | 29.43%-5.9pp |
| Employer contribution / active EE | $0 | $4,558-100.0% | $6,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,805 | $7,213-47.2% | $9,331-59.2% | $3,767+1.0% |
| Admin fee / account holder | $1,599 | $2,405-33.5% | $16,305-90.2% | $2,969-46.1% |