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 3-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 | $15,069 | $29,546-49.0% | $56,441-73.3% | $77,671-80.6% |
| Participation rate | 21.7% | 32.7%-11.0pp | 52.5%-30.8pp | 70.6%-48.9pp |
| Annual return | 6.27% | 19.01%-12.7pp | 1704.21%-1697.9pp | 31.21%-24.9pp |
| Employer contribution / active EE | $92 | $568-83.8% | $1,039-91.1% | $2,726-96.6% |
| Participant deferral / active EE | $1,105 | $1,061+4.1% | $1,953-43.4% | $4,648-76.2% |
| Admin fee / account holder | $1,021 | $1,046-2.4% | $2,829-63.9% | $430+137.2% |