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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,264 | $78,705-88.2% | $117,854-92.1% | $70,131-86.8% |
| Participation rate | 51.2% | 73.2%-22.0pp | 79.7%-28.4pp | 69.5%-18.3pp |
| Annual return | 19.29% | 23.30%-4.0pp | 335.08%-315.8pp | 73.14%-53.9pp |
| Employer contribution / active EE | $764 | $2,223-65.6% | $3,786-79.8% | $2,342-67.4% |
| Participant deferral / active EE | $1,192 | $3,297-63.8% | $4,482-73.4% | $3,332-64.2% |
| Admin fee / account holder | $416 | $5,065-91.8% | $8,020-94.8% | $4,645-91.0% |