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.
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 | $25,756 | $101,317-74.6% | $146,958-82.5% | $74,495-65.4% |
| Participation rate | 32.2% | 75.5%-43.3pp | 82.2%-49.9pp | 67.2%-35.0pp |
| Annual return | 29.47% | 8730.91%-8701.4pp | 418.34%-388.9pp | 1364.94%-1335.5pp |
| Employer contribution / active EE | $955 | $3,810-74.9% | $4,933-80.6% | $2,623-63.6% |
| Participant deferral / active EE | $2,233 | $7,303-69.4% | $8,070-72.3% | $4,346-48.6% |
| Admin fee / account holder | $2,016 | $1,739+15.9% | $12,998-84.5% | $1,942+3.8% |