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 | $25,200 | $130,194-80.6% | $169,993-85.2% | $71,457-64.7% |
| Participation rate | 53.0% | 86.1%-33.1pp | 87.0%-34.0pp | 67.9%-14.9pp |
| Annual return | 32.11% | 20.37%+11.7pp | 53.37%-21.3pp | 28.85%+3.3pp |
| Employer contribution / active EE | $2,052 | $4,381-53.2% | $6,785-69.8% | $2,588-20.7% |
| Participant deferral / active EE | $3,398 | $6,923-50.9% | $10,408-67.4% | $4,289-20.8% |
| Admin fee / account holder | $4,501 | $966+366.1% | $12,815-64.9% | $1,587+183.5% |