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 | $86,944-33.6% | $107,525-46.3% | $74,304-22.3% |
| Participation rate | 64.4% | 59.6%+4.9pp | 75.1%-10.6pp | 60.3%+4.1pp |
| Annual return | 8.54% | 23.52%-15.0pp | 181.32%-172.8pp | 29.43%-20.9pp |
| Employer contribution / active EE | $1,666 | $2,757-39.6% | $3,754-55.6% | $2,241-25.7% |
| Participant deferral / active EE | $2,838 | $3,554-20.2% | $5,116-44.5% | $3,767-24.7% |
| Admin fee / account holder | $12,178 | $3,727+226.8% | $8,919+36.5% | $2,969+310.2% |