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 | $1,538 | $25,014-93.9% | $69,647-97.8% | $80,856-98.1% |
| Participation rate | 57.7% | 64.2%-6.6pp | 66.5%-8.8pp | 67.6%-9.9pp |
| Annual return | 6.76% | 19.07%-12.3pp | 100.48%-93.7pp | 35.59%-28.8pp |
| Employer contribution / active EE | $563 | $993-43.3% | $1,712-67.1% | $2,755-79.6% |
| Participant deferral / active EE | $1,433 | $1,839-22.1% | $2,886-50.4% | $4,296-66.7% |
| Admin fee / account holder | $526 | $2,488-78.9% | $4,713-88.8% | $6,918-92.4% |