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 8-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 | $33,478 | $79,013-57.6% | $100,391-66.7% | $74,495-55.1% |
| Participation rate | 36.0% | 79.5%-43.5pp | 81.5%-45.5pp | 67.2%-31.2pp |
| Annual return | 13.46% | 20.41%-6.9pp | 49.20%-35.7pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,339 | $3,021-55.7% | $3,942-66.0% | $2,623-49.0% |
| Participant deferral / active EE | $2,560 | $7,760-67.0% | $8,082-68.3% | $4,346-41.1% |
| Admin fee / account holder | $3,082 | $1,320+133.5% | $7,899-61.0% | $1,942+58.7% |