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 | $7,874 | $50,982-84.6% | $154,803-94.9% | $85,563-90.8% |
| Participation rate | 26.3% | 59.8%-33.5pp | 78.1%-51.8pp | 66.0%-39.7pp |
| Annual return | 21.45% | 30.35%-8.9pp | 58.88%-37.4pp | 31.51%-10.1pp |
| Employer contribution / active EE | $127 | $1,708-92.5% | $4,305-97.0% | $2,654-95.2% |
| Participant deferral / active EE | $740 | $2,474-70.1% | $5,540-86.6% | $4,375-83.1% |
| Admin fee / account holder | $628 | $846-25.7% | $14,329-95.6% | $834-24.7% |