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 | $16,342 | $57,651-71.7% | $112,229-85.4% | $71,457-77.1% |
| Participation rate | 43.4% | 58.9%-15.5pp | 72.4%-29.0pp | 67.9%-24.5pp |
| Annual return | 17.94% | 18.32%-0.4pp | 30.20%-12.3pp | 28.85%-10.9pp |
| Employer contribution / active EE | $528 | $1,913-72.4% | $3,430-84.6% | $2,588-79.6% |
| Participant deferral / active EE | $987 | $2,863-65.5% | $4,798-79.4% | $4,289-77.0% |
| Admin fee / account holder | $1,110 | $1,581-29.8% | $7,748-85.7% | $1,587-30.1% |