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.)
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 | $6,208 | $55,472-88.8% | $155,567-96.0% | $74,546-91.7% |
| Participation rate | 33.1% | 61.9%-28.8pp | 78.2%-45.0pp | 67.2%-34.1pp |
| Annual return | 113.69% | 268.72%-155.0pp | 64.74%+49.0pp | 1366.03%-1252.3pp |
| Employer contribution / active EE | $461 | $2,269-79.7% | $4,674-90.1% | $2,624-82.4% |
| Participant deferral / active EE | $907 | $2,838-68.0% | $5,628-83.9% | $4,347-79.1% |
| Admin fee / account holder | $914 | $1,743-47.6% | $15,916-94.3% | $1,944-53.0% |