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 | $59,920 | $68,868-13.0% | $183,328-67.3% | $67,986-11.9% |
| Participation rate | 61.5% | 57.0%+4.5pp | 77.3%-15.8pp | 57.2%+4.3pp |
| Annual return | 12.82% | 28.80%-16.0pp | 29.67%-16.8pp | 31.67%-18.8pp |
| Employer contribution / active EE | $1,498 | $2,917-48.6% | $5,055-70.4% | $2,019-25.8% |
| Participant deferral / active EE | $2,687 | $4,364-38.4% | $6,795-60.5% | $3,358-20.0% |
| Admin fee / account holder | $2,400 | $3,805-36.9% | $21,427-88.8% | $3,203-25.1% |