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 | $24,700 | $44,960-45.1% | $84,966-70.9% | $74,495-66.8% |
| Participation rate | 53.1% | 49.4%+3.7pp | 67.5%-14.4pp | 67.2%-14.1pp |
| Annual return | 10.67% | 26.24%-15.6pp | 66.38%-55.7pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,099 | $1,457-24.6% | $2,727-59.7% | $2,623-58.1% |
| Participant deferral / active EE | $2,034 | $2,731-25.5% | $4,519-55.0% | $4,346-53.2% |
| Admin fee / account holder | $5,614 | $2,209+154.1% | $6,149-8.7% | $1,942+189.1% |