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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,621 | $78,485-68.6% | $106,213-76.8% | $74,495-66.9% |
| Participation rate | 47.3% | 72.8%-25.5pp | 75.3%-27.9pp | 67.2%-19.9pp |
| Annual return | 9.66% | 15.95%-6.3pp | 116.14%-106.5pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $918 | $2,523-63.6% | $3,171-71.1% | $2,623-65.0% |
| Participant deferral / active EE | $1,704 | $4,322-60.6% | $5,016-66.0% | $4,346-60.8% |
| Admin fee / account holder | $1,920 | $2,232-14.0% | $11,033-82.6% | $1,942-1.1% |