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.
Employer 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 | $2,879 | $60,892-95.3% | $82,389-96.5% | $84,808-96.6% |
| Participation rate | 52.7% | 63.3%-10.5pp | 69.5%-16.8pp | 68.3%-15.6pp |
| Annual return | 22.85% | 37.29%-14.4pp | 28.67%-5.8pp | 40.90%-18.0pp |
| Employer contribution / active EE | $202 | $1,779-88.7% | $2,517-92.0% | $2,631-92.3% |
| Participant deferral / active EE | $1,440 | $3,179-54.7% | $4,155-65.3% | $4,212-65.8% |
| Admin fee / account holder | $473 | $5,467-91.4% | $7,231-93.5% | $7,344-93.6% |