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 | $132,883 | $86,944+52.8% | $107,525+23.6% | $74,304+78.8% |
| Participation rate | 34.6% | 59.6%-24.9pp | 75.1%-40.5pp | 60.3%-25.7pp |
| Annual return | 11.40% | 23.52%-12.1pp | 181.32%-169.9pp | 29.43%-18.0pp |
| Employer contribution / active EE | $1,338 | $2,757-51.5% | $3,754-64.4% | $2,241-40.3% |
| Participant deferral / active EE | $2,886 | $3,554-18.8% | $5,116-43.6% | $3,767-23.4% |
| Admin fee / account holder | $9,112 | $3,727+144.5% | $8,919+2.2% | $2,969+206.9% |