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 | $92,440 | $53,901+71.5% | $134,143-31.1% | $73,488+25.8% |
| Participation rate | 68.6% | 62.8%+5.8pp | 72.2%-3.6pp | 70.7%-2.1pp |
| Annual return | -4.90% | 15.82%-20.7pp | 36.33%-41.2pp | 28.51%-33.4pp |
| Employer contribution / active EE | $2,245 | $1,458+54.0% | $3,704-39.4% | $2,270-1.1% |
| Participant deferral / active EE | $3,946 | $2,739+44.1% | $3,499+12.8% | $3,740+5.5% |
| Admin fee / account holder | $20,238 | $581+3386.0% | $6,684+202.8% | $513+3844.5% |