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 3-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 | $22,268 | $87,870-74.7% | $113,168-80.3% | $74,304-70.0% |
| Participation rate | 22.4% | 70.7%-48.3pp | 76.6%-54.1pp | 60.3%-37.9pp |
| Annual return | 15.99% | 26.44%-10.4pp | 24.27%-8.3pp | 29.43%-13.4pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,404 | $4,241-66.9% | $5,107-72.5% | $3,767-62.7% |
| Admin fee / account holder | $635 | $3,368-81.1% | $12,068-94.7% | $2,969-78.6% |