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 10-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 | $28,054 | $76,050-63.1% | $96,544-70.9% | $71,457-60.7% |
| Participation rate | 42.4% | 74.4%-32.0pp | 76.0%-33.6pp | 67.9%-25.6pp |
| Annual return | 22.77% | 22.81%0pp | 25.84%-3.1pp | 28.85%-6.1pp |
| Employer contribution / active EE | $1,908 | $2,244-15.0% | $2,965-35.7% | $2,588-26.3% |
| Participant deferral / active EE | $2,070 | $4,215-50.9% | $4,851-57.3% | $4,289-51.7% |
| Admin fee / account holder | $3,157 | $2,707+16.6% | $8,252-61.7% | $1,587+98.9% |