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 6-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 | $27,575 | $86,944-68.3% | $107,525-74.4% | $74,304-62.9% |
| Participation rate | 64.6% | 59.6%+5.1pp | 75.1%-10.5pp | 60.3%+4.3pp |
| Annual return | 19.05% | 23.52%-4.5pp | 181.32%-162.3pp | 29.43%-10.4pp |
| Employer contribution / active EE | $1,615 | $2,757-41.4% | $3,754-57.0% | $2,241-27.9% |
| Participant deferral / active EE | $3,384 | $3,554-4.8% | $5,116-33.8% | $3,767-10.2% |
| Admin fee / account holder | $4,541 | $3,727+21.9% | $8,919-49.1% | $2,969+53.0% |