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 | $216,680 | $87,870+146.6% | $113,168+91.5% | $74,304+191.6% |
| Participation rate | 0.0% | 70.7%-70.7pp | 76.6%-76.6pp | 60.3%-60.3pp |
| Annual return | 8.52% | 26.44%-17.9pp | 24.27%-15.7pp | 29.43%-20.9pp |
| Employer contribution / active EE | $2,839 | $2,277+24.7% | $2,975-4.6% | $2,241+26.7% |
| Participant deferral / active EE | $11,657 | $4,241+174.9% | $5,107+128.3% | $3,767+209.4% |
| Admin fee / account holder | $28,525 | $3,368+746.9% | $12,068+136.4% | $2,969+860.8% |