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 | $40,937 | $65,322-37.3% | $70,449-41.9% | $73,488-44.3% |
| Participation rate | 69.5% | 77.0%-7.4pp | 75.1%-5.5pp | 70.7%-1.1pp |
| Annual return | 5.64% | 15.71%-10.1pp | 109.03%-103.4pp | 28.51%-22.9pp |
| Employer contribution / active EE | $2,852 | $2,460+16.0% | $2,737+4.2% | $2,270+25.7% |
| Participant deferral / active EE | $5,769 | $3,375+70.9% | $3,709+55.6% | $3,740+54.3% |
| Admin fee / account holder | $1,934 | $214+803.7% | $3,845-49.7% | $513+277.0% |