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 | $47,823 | $101,499-52.9% | $147,005-67.5% | $74,546-35.8% |
| Participation rate | 63.9% | 75.5%-11.6pp | 82.2%-18.3pp | 67.2%-3.3pp |
| Annual return | 12.74% | 8732.34%-8719.6pp | 418.76%-406.0pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $2,366 | $3,811-37.9% | $4,934-52.0% | $2,624-9.8% |
| Participant deferral / active EE | $5,278 | $7,304-27.7% | $8,070-34.6% | $4,347+21.4% |
| Admin fee / account holder | $9,843 | $1,748+463.1% | $13,006-24.3% | $1,944+406.4% |