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 4-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 | $8,441 | $51,045-83.5% | $70,515-88.0% | $71,457-88.2% |
| Participation rate | 13.5% | 59.4%-45.9pp | 68.3%-54.9pp | 67.9%-54.4pp |
| Annual return | 24.74% | 42.63%-17.9pp | 32.77%-8.0pp | 28.85%-4.1pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $970 | $3,026-68.0% | $4,567-78.8% | $4,289-77.4% |
| Admin fee / account holder | $1,692 | $1,994-15.1% | $6,412-73.6% | $1,587+6.6% |