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 10-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.
Participant 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 | $26,543 | $88,890-70.1% | $102,423-74.1% | $77,643-65.8% |
| Participation rate | 67.0% | 80.9%-13.9pp | 76.5%-9.5pp | 70.6%-3.6pp |
| Annual return | 72.13% | 24.98%+47.1pp | 29.32%+42.8pp | 31.24%+40.9pp |
| Employer contribution / active EE | $1,033 | $2,698-61.7% | $3,023-65.8% | $2,726-62.1% |
| Participant deferral / active EE | $1,719 | $5,145-66.6% | $5,053-66.0% | $4,647-63.0% |
| Admin fee / account holder | $2,995 | $235+1172.1% | $9,451-68.3% | $430+595.8% |