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 | $84,211 | $84,556-0.4% | $116,228-27.5% | $74,304+13.3% |
| Participation rate | 65.1% | 66.0%-0.9pp | 74.6%-9.4pp | 60.3%+4.8pp |
| Annual return | 9.28% | 18.35%-9.1pp | 90.06%-80.8pp | 29.43%-20.2pp |
| Employer contribution / active EE | $1,853 | $2,168-14.5% | $2,994-38.1% | $2,241-17.3% |
| Participant deferral / active EE | $3,556 | $3,814-6.8% | $4,953-28.2% | $3,767-5.6% |
| Admin fee / account holder | $4,002 | $3,792+5.5% | $11,989-66.6% | $2,969+34.8% |