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 | $119,071 | $55,472+114.6% | $155,567-23.5% | $74,546+59.7% |
| Participation rate | 55.0% | 61.9%-7.0pp | 78.2%-23.2pp | 67.2%-12.3pp |
| Annual return | 9.66% | 268.72%-259.1pp | 64.74%-55.1pp | 1366.03%-1356.4pp |
| Employer contribution / active EE | $4,821 | $2,269+112.5% | $4,674+3.2% | $2,624+83.7% |
| Participant deferral / active EE | $3,340 | $2,838+17.7% | $5,628-40.7% | $4,347-23.2% |
| Admin fee / account holder | $2,363 | $1,743+35.6% | $15,916-85.2% | $1,944+21.6% |