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 3-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 | $25,742 | $201,272-87.2% | $184,203-86.0% | $145,922-82.4% |
| Participation rate | 61.9% | 87.5%-25.6pp | 86.8%-24.9pp | 80.3%-18.4pp |
| Annual return | 15.34% | 29.00%-13.7pp | 28.81%-13.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,517 | $7,022-78.4% | $6,427-76.4% | $4,660-67.4% |
| Participant deferral / active EE | $2,747 | $9,806-72.0% | $9,131-69.9% | $6,688-58.9% |
| Admin fee / account holder | $468 | $16,364-97.1% | $13,901-96.6% | $13,397-96.5% |