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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,197 | $174,896-81.0% | $125,339-73.5% | - |
| Participation rate | 69.7% | 70.4%-0.7pp | 82.4%-12.7pp | - |
| Annual return | -19.56% | -12.90%-6.7pp | 572.05%-591.6pp | - |
| Employer contribution / active EE | $2,236 | $3,570-37.4% | $4,814-53.5% | - |
| Participant deferral / active EE | $7,868 | $6,354+23.8% | $7,446+5.7% | - |
| Admin fee / account holder | $1,127 | $56,117-98.0% | $10,010-88.7% | - |