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 | $14,141 | $78,672-82.0% | $109,143-87.0% | $85,850-83.5% |
| Participation rate | 54.7% | 68.3%-13.6pp | 75.9%-21.2pp | 69.3%-14.6pp |
| Annual return | 15.60% | 25.09%-9.5pp | 25.75%-10.2pp | 318.53%-302.9pp |
| Employer contribution / active EE | $2,623 | $2,735-4.1% | $3,722-29.5% | $2,565+2.2% |
| Participant deferral / active EE | $1,435 | $3,467-58.6% | $4,653-69.2% | $3,952-63.7% |
| Admin fee / account holder | $2,624 | $5,469-52.0% | $6,752-61.1% | $6,260-58.1% |