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 | $84,824 | $62,127+36.5% | $81,382+4.2% | $74,495+13.9% |
| Participation rate | 51.4% | 64.0%-12.6pp | 69.5%-18.0pp | 67.2%-15.8pp |
| Annual return | 10.22% | 16.48%-6.3pp | 24.73%-14.5pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $1,649 | $1,882-12.4% | $2,463-33.0% | $2,623-37.1% |
| Participant deferral / active EE | $4,010 | $3,229+24.2% | $3,883+3.3% | $4,346-7.7% |
| Admin fee / account holder | $9,336 | $1,934+382.6% | $5,768+61.8% | $1,942+380.8% |