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 | $52,375 | $52,406-0.1% | $129,207-59.5% | $74,495-29.7% |
| Participation rate | 46.7% | 53.8%-7.1pp | 69.6%-22.9pp | 67.2%-20.5pp |
| Annual return | 9.78% | 15.66%-5.9pp | 9417.33%-9407.5pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $496 | $1,531-67.6% | $4,153-88.0% | $2,623-81.1% |
| Participant deferral / active EE | $2,234 | $2,794-20.0% | $4,168-46.4% | $4,346-48.6% |
| Admin fee / account holder | $3,994 | $2,633+51.7% | $7,715-48.2% | $1,942+105.7% |