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 | $58,627-95.1% | $76,735-96.2% | $82,448-96.5% |
| Participation rate | 52.7% | 63.2%-10.5pp | 69.5%-16.8pp | 68.1%-15.3pp |
| Annual return | 22.85% | 39.10%-16.3pp | 29.77%-6.9pp | 41.64%-18.8pp |
| Employer contribution / active EE | $202 | $1,729-88.3% | $2,454-91.8% | $2,551-92.1% |
| Participant deferral / active EE | $1,440 | $3,134-54.0% | $4,088-64.8% | $4,139-65.2% |
| Admin fee / account holder | $473 | $5,323-91.1% | $7,189-93.4% | $7,234-93.5% |