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 4-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 | $19,578 | $101,317-80.7% | $146,958-86.7% | $74,495-73.7% |
| Participation rate | 53.1% | 75.5%-22.5pp | 82.2%-29.1pp | 67.2%-14.1pp |
| Annual return | 25.53% | 8730.91%-8705.4pp | 418.34%-392.8pp | 1364.94%-1339.4pp |
| Employer contribution / active EE | $1,893 | $3,810-50.3% | $4,933-61.6% | $2,623-27.8% |
| Participant deferral / active EE | $3,721 | $7,303-49.1% | $8,070-53.9% | $4,346-14.4% |
| Admin fee / account holder | $2,071 | $1,739+19.1% | $12,998-84.1% | $1,942+6.7% |