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 | $2,822 | $42,886-93.4% | $88,946-96.8% | $85,563-96.7% |
| Participation rate | 64.6% | 37.9%+26.7pp | 68.8%-4.3pp | 66.0%-1.4pp |
| Annual return | 29.29% | 44.56%-15.3pp | 57.82%-28.5pp | 31.51%-2.2pp |
| Employer contribution / active EE | $526 | $1,147-54.1% | $2,555-79.4% | $2,654-80.2% |
| Participant deferral / active EE | $901 | $2,108-57.2% | $4,581-80.3% | $4,375-79.4% |
| Admin fee / account holder | $509 | $2,263-77.5% | $8,261-93.8% | $834-39.0% |