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 | $59,669 | $80,753-26.1% | $136,294-56.2% | $62,292-4.2% |
| Participation rate | 68.7% | 73.5%-4.8pp | 81.9%-13.2pp | 69.5%-0.8pp |
| Annual return | 14.29% | 35.83%-21.5pp | 5155.94%-5141.6pp | 28.90%-14.6pp |
| Employer contribution / active EE | $815 | $2,884-71.7% | $4,695-82.6% | $2,042-60.1% |
| Participant deferral / active EE | $2,901 | $5,164-43.8% | $6,247-53.6% | $3,169-8.5% |
| Admin fee / account holder | $9,217 | $525+1654.2% | $9,243-0.3% | $479+1822.8% |