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 | $13,450 | $65,041-79.3% | $90,951-85.2% | $79,858-83.2% |
| Participation rate | 27.0% | 61.6%-34.6pp | 69.0%-42.0pp | 69.6%-42.7pp |
| Annual return | 17.20% | 30.45%-13.2pp | 134.60%-117.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $255 | $1,247-79.5% | $2,122-88.0% | $2,471-89.7% |
| Participant deferral / active EE | $824 | $2,512-67.2% | $3,373-75.6% | $3,740-78.0% |
| Admin fee / account holder | $1,213 | $4,536-73.3% | $5,959-79.6% | $5,306-77.1% |