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 5-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 | $33,470 | $88,634-62.2% | $101,326-67.0% | $74,304-55.0% |
| Participation rate | 67.6% | 76.9%-9.3pp | 81.5%-13.9pp | 60.3%+7.2pp |
| Annual return | 33.63% | 33.10%+0.5pp | 36.82%-3.2pp | 29.43%+4.2pp |
| Employer contribution / active EE | $2,424 | $2,930-17.3% | $3,665-33.9% | $2,241+8.2% |
| Participant deferral / active EE | $5,386 | $7,322-26.4% | $7,994-32.6% | $3,767+43.0% |
| Admin fee / account holder | $1,035 | $2,425-57.3% | $11,185-90.7% | $2,969-65.1% |