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 7-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 | $16,069 | $104,919-84.7% | $116,228-86.2% | $85,563-81.2% |
| Participation rate | 24.1% | 78.6%-54.5pp | 74.6%-50.4pp | 66.0%-41.8pp |
| Annual return | 16.28% | 15.38%+0.9pp | 90.06%-73.8pp | 31.51%-15.2pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $2,994-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $828 | $5,306-84.4% | $4,953-83.3% | $4,375-81.1% |
| Admin fee / account holder | $3,241 | $429+656.2% | $11,989-73.0% | $834+288.5% |