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 | $68,986 | $76,670-10.0% | $96,683-28.6% | $71,457-3.5% |
| Participation rate | 62.6% | 66.6%-4.0pp | 74.3%-11.7pp | 67.9%-5.3pp |
| Annual return | 12.74% | 48.29%-35.5pp | 35.69%-23.0pp | 28.85%-16.1pp |
| Employer contribution / active EE | $2,528 | $3,031-16.6% | $3,737-32.3% | $2,588-2.3% |
| Participant deferral / active EE | $6,111 | $3,771+62.0% | $4,878+25.3% | $4,289+42.5% |
| Admin fee / account holder | $11,702 | $2,028+477.0% | $6,730+73.9% | $1,587+637.2% |