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 | $21,539 | $77,314-72.1% | $177,989-87.9% | $80,856-73.4% |
| Participation rate | 8.2% | 65.7%-57.5pp | 77.1%-68.9pp | 67.6%-59.5pp |
| Annual return | 10.72% | 18.09%-7.4pp | 294.48%-283.8pp | 35.59%-24.9pp |
| Employer contribution / active EE | $5,290 | $2,292+130.8% | $3,949+34.0% | $2,755+92.0% |
| Participant deferral / active EE | $3,902 | $4,411-11.5% | $6,276-37.8% | $4,296-9.2% |
| Admin fee / account holder | $2,041 | $7,191-71.6% | $10,363-80.3% | $6,918-70.5% |