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.
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 | $14,302 | $46,464-69.2% | $150,298-90.5% | $79,634-82.0% |
| Participation rate | 11.6% | 57.0%-45.4pp | 77.8%-66.2pp | 62.5%-50.9pp |
| Annual return | 15.92% | 27.89%-12.0pp | 62.79%-46.9pp | 36.46%-20.5pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $650 | $2,157-69.8% | $5,453-88.1% | $3,835-83.0% |
| Admin fee / account holder | $655 | $891-26.4% | $14,116-95.4% | $1,002-34.6% |