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 5-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 | $13,877 | $87,870-84.2% | $113,168-87.7% | $74,304-81.3% |
| Participation rate | 57.1% | 70.7%-13.6pp | 76.6%-19.4pp | 60.3%-3.2pp |
| Annual return | 28.43% | 26.44%+2.0pp | 24.27%+4.2pp | 29.43%-1.0pp |
| Employer contribution / active EE | $1,466 | $2,277-35.6% | $2,975-50.7% | $2,241-34.6% |
| Participant deferral / active EE | $1,081 | $4,241-74.5% | $5,107-78.8% | $3,767-71.3% |
| Admin fee / account holder | $511 | $3,368-84.8% | $12,068-95.8% | $2,969-82.8% |