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 5-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 | $6,255 | $56,423-88.9% | $77,163-91.9% | $71,457-91.2% |
| Participation rate | 27.7% | 64.3%-36.7pp | 69.6%-41.9pp | 67.9%-40.3pp |
| Annual return | 17.09% | 19.05%-2.0pp | 37.87%-20.8pp | 28.85%-11.8pp |
| Employer contribution / active EE | $729 | $1,866-60.9% | $2,535-71.2% | $2,588-71.8% |
| Participant deferral / active EE | $836 | $3,142-73.4% | $3,833-78.2% | $4,289-80.5% |
| Admin fee / account holder | $408 | $1,429-71.5% | $5,472-92.6% | $1,587-74.3% |