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 8-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 | $32,469 | $95,880-66.1% | $107,525-69.8% | $85,563-62.1% |
| Participation rate | 26.0% | 70.1%-44.2pp | 75.1%-49.1pp | 66.0%-40.0pp |
| Annual return | 36.02% | 68.06%-32.0pp | 181.32%-145.3pp | 31.51%+4.5pp |
| Employer contribution / active EE | $801 | $3,812-79.0% | $3,754-78.7% | $2,654-69.8% |
| Participant deferral / active EE | $1,405 | $4,201-66.5% | $5,116-72.5% | $4,375-67.9% |
| Admin fee / account holder | $1,365 | $1,025+33.1% | $8,919-84.7% | $834+63.6% |