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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,689 | $69,763-54.6% | $67,502-53.1% | $74,495-57.5% |
| Participation rate | 63.6% | 71.4%-7.7pp | 72.9%-9.2pp | 67.2%-3.6pp |
| Annual return | 11.54% | -40.34%+51.9pp | 3512.12%-3500.6pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $802 | $2,704-70.3% | $2,731-70.6% | $2,623-69.4% |
| Participant deferral / active EE | $1,396 | $3,636-61.6% | $4,000-65.1% | $4,346-67.9% |
| Admin fee / account holder | $16,042 | $896+1690.7% | $3,998+301.3% | $1,942+726.2% |