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 9-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 | $9,456 | $63,764-85.2% | $81,930-88.5% | $79,858-88.2% |
| Participation rate | 41.9% | 67.5%-25.6pp | 72.0%-30.1pp | 69.6%-27.7pp |
| Annual return | 17.15% | 22.66%-5.5pp | 29.49%-12.3pp | 31.71%-14.6pp |
| Employer contribution / active EE | $531 | $1,795-70.4% | $4,310-87.7% | $2,471-78.5% |
| Participant deferral / active EE | $863 | $2,780-69.0% | $7,107-87.9% | $3,740-76.9% |
| Admin fee / account holder | $911 | $4,426-79.4% | $5,158-82.3% | $5,306-82.8% |