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 6-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 | $12,842 | $63,764-79.9% | $81,930-84.3% | $79,858-83.9% |
| Participation rate | 14.3% | 67.5%-53.2pp | 72.0%-57.7pp | 69.6%-55.3pp |
| Annual return | 17.88% | 22.66%-4.8pp | 29.49%-11.6pp | 31.71%-13.8pp |
| Employer contribution / active EE | $338 | $1,795-81.2% | $4,310-92.2% | $2,471-86.3% |
| Participant deferral / active EE | $702 | $2,780-74.8% | $7,107-90.1% | $3,740-81.2% |
| Admin fee / account holder | $2,531 | $4,426-42.8% | $5,158-50.9% | $5,306-52.3% |