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 6-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 | $4,339 | $67,894-93.6% | $89,340-95.1% | $82,448-94.7% |
| Participation rate | 52.1% | 64.0%-12.0pp | 69.6%-17.5pp | 68.1%-16.0pp |
| Annual return | 18.71% | 19.21%-0.5pp | 20.57%-1.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $464 | $3,072-84.9% | $3,823-87.9% | $4,139-88.8% |
| Admin fee / account holder | $573 | $5,723-90.0% | $6,704-91.4% | $7,234-92.1% |