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.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,790 | $104,475-76.3% | $159,436-84.5% | $79,386-68.8% |
| Participation rate | 48.6% | 76.6%-28.0pp | 82.8%-34.2pp | 70.7%-22.1pp |
| Annual return | 14.73% | 67.95%-53.2pp | 263.57%-248.8pp | 116.85%-102.1pp |
| Employer contribution / active EE | $1,687 | $3,417-50.6% | $4,829-65.1% | $2,427-30.5% |
| Participant deferral / active EE | $2,087 | $6,467-67.7% | $7,352-71.6% | $4,046-48.4% |
| Admin fee / account holder | $454 | $711-36.1% | $10,799-95.8% | $626-27.5% |