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 8-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 | $26,946 | $80,724-66.6% | $103,333-73.9% | $74,495-63.8% |
| Participation rate | 48.6% | 65.7%-17.0pp | 74.5%-25.9pp | 67.2%-18.6pp |
| Annual return | 13.38% | 27.56%-14.2pp | 24.88%-11.5pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,152 | $3,157-31.8% | $3,868-44.4% | $2,623-17.9% |
| Participant deferral / active EE | $905 | $3,860-76.6% | $5,057-82.1% | $4,346-79.2% |
| Admin fee / account holder | $1,387 | $2,368-41.4% | $8,355-83.4% | $1,942-28.6% |