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 | $19,992 | $157,256-87.3% | $141,162-85.8% | $152,861-86.9% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 23.21% | 64.32%-41.1pp | 71.39%-48.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,175 | $5,261-77.7% | $4,735-75.2% | $4,762-75.3% |
| Participant deferral / active EE | $2,271 | $7,109-68.1% | $6,709-66.1% | $5,850-61.2% |
| Admin fee / account holder | $571 | $12,120-95.3% | $10,261-94.4% | $11,596-95.1% |