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 | $13,103 | $57,610-77.3% | $154,803-91.5% | $102,872-87.3% |
| Participation rate | 12.6% | 59.5%-46.8pp | 78.1%-65.5pp | 73.0%-60.4pp |
| Annual return | 36.75% | 30.49%+6.3pp | 58.88%-22.1pp | 19.06%+17.7pp |
| Employer contribution / active EE | $89 | $1,883-95.3% | $4,305-97.9% | $3,526-97.5% |
| Participant deferral / active EE | $511 | $2,914-82.5% | $5,540-90.8% | $5,535-90.8% |
| Admin fee / account holder | $933 | $368+153.6% | $14,329-93.5% | $292+219.2% |