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 7-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 | $16,158 | $123,793-86.9% | $177,821-90.9% | $79,858-79.8% |
| Participation rate | 21.9% | 84.7%-62.8pp | 87.7%-65.8pp | 69.6%-47.8pp |
| Annual return | 19.52% | 22.82%-3.3pp | 48.32%-28.8pp | 31.71%-12.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,536 | $5,956-74.2% | $7,714-80.1% | $3,740-58.9% |
| Admin fee / account holder | $435 | $7,243-94.0% | $12,427-96.5% | $5,306-91.8% |