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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,124 | $76,050-1.2% | $96,544-22.2% | $71,457+5.1% |
| Participation rate | 64.5% | 74.4%-9.9pp | 76.0%-11.4pp | 67.9%-3.4pp |
| Annual return | 11.98% | 22.81%-10.8pp | 25.84%-13.9pp | 28.85%-16.9pp |
| Employer contribution / active EE | $2,157 | $2,244-3.9% | $2,965-27.2% | $2,588-16.6% |
| Participant deferral / active EE | $1,524 | $4,215-63.8% | $4,851-68.6% | $4,289-64.5% |
| Admin fee / account holder | $5,142 | $2,707+89.9% | $8,252-37.7% | $1,587+223.9% |