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 | $87,735 | $104,475-16.0% | $159,436-45.0% | $79,386+10.5% |
| Participation rate | 68.8% | 76.6%-7.8pp | 82.8%-14.0pp | 70.7%-1.9pp |
| Annual return | 13.53% | 67.95%-54.4pp | 263.57%-250.0pp | 116.85%-103.3pp |
| Employer contribution / active EE | $923 | $3,417-73.0% | $4,829-80.9% | $2,427-62.0% |
| Participant deferral / active EE | $4,008 | $6,467-38.0% | $7,352-45.5% | $4,046-0.9% |
| Admin fee / account holder | $2,238 | $711+214.7% | $10,799-79.3% | $626+257.2% |