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 4-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 | $9,059 | $80,968-88.8% | $96,544-90.6% | $75,163-87.9% |
| Participation rate | 44.6% | 71.8%-27.1pp | 76.0%-31.3pp | 67.2%-22.5pp |
| Annual return | 36.45% | 27.06%+9.4pp | 25.84%+10.6pp | 160.62%-124.2pp |
| Employer contribution / active EE | $844 | $2,282-63.0% | $2,965-71.5% | $2,670-68.4% |
| Participant deferral / active EE | $1,728 | $3,928-56.0% | $4,851-64.4% | $4,125-58.1% |
| Admin fee / account holder | $334 | $6,724-95.0% | $8,252-96.0% | $5,651-94.1% |