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 | $57,731 | $83,369-30.8% | $105,223-45.1% | $67,986-15.1% |
| Participation rate | 64.4% | 56.3%+8.1pp | 75.0%-10.6pp | 57.2%+7.2pp |
| Annual return | 8.54% | 24.64%-16.1pp | 180.65%-172.1pp | 31.67%-23.1pp |
| Employer contribution / active EE | $1,666 | $2,541-34.4% | $3,689-54.8% | $2,019-17.5% |
| Participant deferral / active EE | $2,838 | $3,295-13.9% | $5,072-44.1% | $3,358-15.5% |
| Admin fee / account holder | $12,178 | $4,073+199.0% | $8,859+37.5% | $3,203+280.2% |