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 5-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 | $15,977 | $65,246-75.5% | $98,716-83.8% | $67,986-76.5% |
| Participation rate | 19.2% | 51.4%-32.3pp | 69.3%-50.1pp | 57.2%-38.0pp |
| Annual return | 15.84% | 20.58%-4.7pp | 31.81%-16.0pp | 31.67%-15.8pp |
| Employer contribution / active EE | $373 | $1,042-64.2% | $2,279-83.6% | $2,019-81.5% |
| Participant deferral / active EE | $618 | $2,594-76.2% | $4,048-84.7% | $3,358-81.6% |
| Admin fee / account holder | $4,682 | $4,561+2.7% | $8,703-46.2% | $3,203+46.2% |