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 | $100,923-9.1% | $150,045-38.8% | $74,304+23.5% |
| Participation rate | 42.6% | 70.1%-27.4pp | 82.3%-39.7pp | 60.3%-17.7pp |
| Annual return | 14.27% | 51.77%-37.5pp | 62.55%-48.3pp | 29.43%-15.2pp |
| Employer contribution / active EE | $1,268 | $3,463-63.4% | $4,693-73.0% | $2,241-43.4% |
| Participant deferral / active EE | $4,154 | $6,709-38.1% | $7,997-48.1% | $3,767+10.3% |
| Admin fee / account holder | $3,042 | $2,767+10.0% | $13,435-77.4% | $2,969+2.5% |