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 | $54,019 | $45,602+18.5% | $117,472-54.0% | $66,914-19.3% |
| Participation rate | 53.0% | 57.6%-4.6pp | 70.6%-17.5pp | 69.8%-16.8pp |
| Annual return | -19.88% | -16.74%-3.1pp | 29.74%-49.6pp | 1.58%-21.5pp |
| Employer contribution / active EE | $2,065 | $1,579+30.8% | $4,176-50.5% | $2,544-18.8% |
| Participant deferral / active EE | $6,147 | $2,845+116.1% | $4,070+51.0% | $4,237+45.1% |
| Admin fee / account holder | $3,406 | $661+415.5% | $5,645-39.7% | $593+474.1% |