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.
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 | $25,410 | $101,317-74.9% | $146,958-82.7% | $74,495-65.9% |
| Participation rate | 55.4% | 75.5%-20.2pp | 82.2%-26.8pp | 67.2%-11.8pp |
| Annual return | 39.21% | 8730.91%-8691.7pp | 418.34%-379.1pp | 1364.94%-1325.7pp |
| Employer contribution / active EE | $131 | $3,810-96.6% | $4,933-97.4% | $2,623-95.0% |
| Participant deferral / active EE | $8,293 | $7,303+13.6% | $8,070+2.8% | $4,346+90.8% |
| Admin fee / account holder | $4,759 | $1,739+173.7% | $12,998-63.4% | $1,942+145.1% |