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 | $4,680 | $49,915-90.6% | $154,803-97.0% | $74,304-93.7% |
| Participation rate | 50.4% | 54.0%-3.5pp | 78.1%-27.7pp | 60.3%-9.9pp |
| Annual return | 13.87% | 34.06%-20.2pp | 58.88%-45.0pp | 29.43%-15.6pp |
| Employer contribution / active EE | $629 | $1,611-61.0% | $4,305-85.4% | $2,241-71.9% |
| Participant deferral / active EE | $378 | $2,255-83.2% | $5,540-93.2% | $3,767-90.0% |
| Admin fee / account holder | $308 | $2,189-85.9% | $14,329-97.9% | $2,969-89.6% |