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 9-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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,284 | $58,512-84.1% | $84,015-88.9% | $72,985-87.3% |
| Participation rate | 44.7% | 61.2%-16.5pp | 69.0%-24.3pp | 69.5%-24.8pp |
| Annual return | 23.33% | 28.93%-5.6pp | 71.31%-48.0pp | 81.00%-57.7pp |
| Employer contribution / active EE | $330 | $1,163-71.7% | $1,983-83.4% | $2,440-86.5% |
| Participant deferral / active EE | $970 | $2,394-59.5% | $3,239-70.1% | $3,607-73.1% |
| Admin fee / account holder | $1,127 | $4,569-75.3% | $6,101-81.5% | $5,124-78.0% |