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 | $66,098-75.8% | $101,794-84.3% | $74,304-78.5% |
| Participation rate | 19.2% | 53.8%-34.6pp | 69.2%-50.0pp | 60.3%-41.2pp |
| Annual return | 15.84% | 19.59%-3.7pp | 30.53%-14.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $373 | $1,082-65.5% | $2,289-83.7% | $2,241-83.4% |
| Participant deferral / active EE | $618 | $2,781-77.8% | $4,084-84.9% | $3,767-83.6% |
| Admin fee / account holder | $4,682 | $4,146+12.9% | $8,777-46.7% | $2,969+57.7% |