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 4-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 | $29,896 | $88,083-66.1% | $164,813-81.9% | $74,495-59.9% |
| Participation rate | 51.5% | 73.0%-21.5pp | 78.6%-27.1pp | 67.2%-15.7pp |
| Annual return | 92.20% | 17.26%+74.9pp | 69.93%+22.3pp | 1364.94%-1272.7pp |
| Employer contribution / active EE | $1,229 | $2,593-52.6% | $4,341-71.7% | $2,623-53.2% |
| Participant deferral / active EE | $2,108 | $4,498-53.1% | $6,031-65.1% | $4,346-51.5% |
| Admin fee / account holder | $725 | $2,234-67.5% | $12,690-94.3% | $1,942-62.7% |