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 | $2,697 | $57,831-95.3% | $82,389-96.7% | $85,563-96.8% |
| Participation rate | 68.5% | 55.0%+13.5pp | 69.5%-1.1pp | 66.0%+2.5pp |
| Annual return | 22.28% | 17.86%+4.4pp | 28.67%-6.4pp | 31.51%-9.2pp |
| Employer contribution / active EE | $174 | $1,643-89.4% | $2,517-93.1% | $2,654-93.4% |
| Participant deferral / active EE | $931 | $3,118-70.1% | $4,155-77.6% | $4,375-78.7% |
| Admin fee / account holder | $407 | $1,391-70.8% | $7,231-94.4% | $834-51.3% |