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 | $91,779 | $88,360+3.9% | $145,433-36.9% | $67,986+35.0% |
| Participation rate | 42.6% | 65.5%-22.8pp | 82.1%-39.5pp | 57.2%-14.6pp |
| Annual return | 14.27% | 63.15%-48.9pp | 66.58%-52.3pp | 31.67%-17.4pp |
| Employer contribution / active EE | $1,268 | $3,054-58.5% | $4,554-72.2% | $2,019-37.2% |
| Participant deferral / active EE | $4,154 | $5,932-30.0% | $7,897-47.4% | $3,358+23.7% |
| Admin fee / account holder | $3,042 | $3,313-8.2% | $13,129-76.8% | $3,203-5.0% |