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 | $19,647 | $238,490-91.8% | $180,183-89.1% | $142,382-86.2% |
| Participation rate | 53.8% | 82.3%-28.4pp | 77.4%-23.6pp | 80.1%-26.3pp |
| Annual return | 15.90% | 33.56%-17.7pp | 27.86%-12.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $0 | $6,143-100.0% | $5,039-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,152 | $7,996-85.6% | $6,822-83.1% | $6,507-82.3% |
| Admin fee / account holder | $402 | $28,866-98.6% | $19,975-98.0% | $12,624-96.8% |