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.)
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 | $17,452 | $87,870-80.1% | $113,168-84.6% | $74,304-76.5% |
| Participation rate | 34.3% | 70.7%-36.5pp | 76.6%-42.3pp | 60.3%-26.1pp |
| Annual return | 45.81% | 26.44%+19.4pp | 24.27%+21.5pp | 29.43%+16.4pp |
| Employer contribution / active EE | $815 | $2,277-64.2% | $2,975-72.6% | $2,241-63.6% |
| Participant deferral / active EE | $1,498 | $4,241-64.7% | $5,107-70.7% | $3,767-60.2% |
| Admin fee / account holder | $1,412 | $3,368-58.1% | $12,068-88.3% | $2,969-52.5% |