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 | $30,895 | $132,049-76.6% | $200,582-84.6% | $74,304-58.4% |
| Participation rate | 2.9% | 84.1%-81.2pp | 86.9%-84.0pp | 60.3%-57.4pp |
| Annual return | 45.30% | 22.22%+23.1pp | 42.33%+3.0pp | 29.43%+15.9pp |
| Employer contribution / active EE | $4,431 | $4,558-2.8% | $6,419-31.0% | $2,241+97.7% |
| Participant deferral / active EE | $9,422 | $7,213+30.6% | $9,331+1.0% | $3,767+150.1% |
| Admin fee / account holder | $4,174 | $2,405+73.6% | $16,305-74.4% | $2,969+40.6% |