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 | $2,729 | $84,030-96.8% | $126,539-97.8% | $102,872-97.3% |
| Participation rate | 58.2% | 58.3%-0.1pp | 69.8%-11.7pp | 73.0%-14.9pp |
| Annual return | 58.75% | 17.79%+41.0pp | 425.95%-367.2pp | 19.06%+39.7pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $3,674-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $956 | $3,749-74.5% | $4,083-76.6% | $5,535-82.7% |
| Admin fee / account holder | $367 | $299+22.6% | $6,065-94.0% | $292+25.6% |