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 | $73,171 | $65,061+12.5% | $143,757-49.1% | $66,914+9.4% |
| Participation rate | 59.0% | 65.2%-6.2pp | 80.3%-21.3pp | 69.8%-10.8pp |
| Annual return | -19.04% | -11.14%-7.9pp | -0.04%-19.0pp | 1.58%-20.6pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $9,039 | $2,919+209.7% | $5,637+60.4% | $4,237+113.3% |
| Admin fee / account holder | $2,048 | $502+307.9% | $14,673-86.0% | $593+245.1% |