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 | $18,173 | $76,367-76.2% | $93,606-80.6% | $72,985-75.1% |
| Participation rate | 6.0% | 71.7%-65.7pp | 75.8%-69.8pp | 69.5%-63.5pp |
| Annual return | 17.40% | 25.82%-8.4pp | 32.76%-15.4pp | 81.00%-63.6pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $218 | $3,538-93.8% | $4,069-94.6% | $3,607-94.0% |
| Admin fee / account holder | $384 | $6,838-94.4% | $7,888-95.1% | $5,124-92.5% |