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 3-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.
Employer 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 | $6,191 | $40,278-84.6% | $80,569-92.3% | $80,160-92.3% |
| Participation rate | 11.3% | 47.5%-36.3pp | 67.0%-55.7pp | 72.9%-61.6pp |
| Annual return | 34.57% | 50.86%-16.3pp | 935.43%-900.9pp | 40.38%-5.8pp |
| Employer contribution / active EE | $0 | $1,332-100.0% | $2,723-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $482 | $2,696-82.1% | $4,447-89.2% | $5,017-90.4% |
| Admin fee / account holder | $373 | $210+77.2% | $5,377-93.1% | $145+157.1% |