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 | $4,511 | $60,892-92.6% | $82,389-94.5% | $84,808-94.7% |
| Participation rate | 52.7% | 63.3%-10.6pp | 69.5%-16.9pp | 68.3%-15.6pp |
| Annual return | 24.30% | 37.29%-13.0pp | 28.67%-4.4pp | 40.90%-16.6pp |
| Employer contribution / active EE | $556 | $1,779-68.8% | $2,517-77.9% | $2,631-78.9% |
| Participant deferral / active EE | $768 | $3,179-75.8% | $4,155-81.5% | $4,212-81.8% |
| Admin fee / account holder | $687 | $5,467-87.4% | $7,231-90.5% | $7,344-90.6% |