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 | $7,580 | $61,272-87.6% | $149,673-94.9% | $71,457-89.4% |
| Participation rate | 48.0% | 62.5%-14.6pp | 78.8%-30.8pp | 67.9%-20.0pp |
| Annual return | 27.05% | 35.85%-8.8pp | 134.42%-107.4pp | 28.85%-1.8pp |
| Employer contribution / active EE | $869 | $2,378-63.5% | $4,818-82.0% | $2,588-66.4% |
| Participant deferral / active EE | $1,639 | $2,917-43.8% | $5,680-71.1% | $4,289-61.8% |
| Admin fee / account holder | $516 | $1,261-59.1% | $13,210-96.1% | $1,587-67.5% |