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 | $139,093 | $87,870+58.3% | $113,168+22.9% | $74,304+87.2% |
| Participation rate | 58.4% | 70.7%-12.4pp | 76.6%-18.2pp | 60.3%-2.0pp |
| Annual return | 12.67% | 26.44%-13.8pp | 24.27%-11.6pp | 29.43%-16.8pp |
| Employer contribution / active EE | $2,121 | $2,277-6.9% | $2,975-28.7% | $2,241-5.4% |
| Participant deferral / active EE | $5,942 | $4,241+40.1% | $5,107+16.3% | $3,767+57.7% |
| Admin fee / account holder | $9,001 | $3,368+167.3% | $12,068-25.4% | $2,969+203.2% |