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 5-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,899 | $101,317-47.8% | $146,958-64.0% | $74,495-29.0% |
| Participation rate | 48.8% | 75.5%-26.7pp | 82.2%-33.4pp | 67.2%-18.4pp |
| Annual return | 10.47% | 8730.91%-8720.4pp | 418.34%-407.9pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $1,502 | $3,810-60.6% | $4,933-69.6% | $2,623-42.7% |
| Participant deferral / active EE | $3,041 | $7,303-58.4% | $8,070-62.3% | $4,346-30.0% |
| Admin fee / account holder | $20,196 | $1,739+1061.5% | $12,998+55.4% | $1,942+940.1% |