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 9-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 | $20,417 | $89,753-77.3% | $107,525-81.0% | $84,808-75.9% |
| Participation rate | 55.4% | 68.1%-12.6pp | 75.1%-19.7pp | 68.3%-12.9pp |
| Annual return | 16.22% | 29.48%-13.3pp | 181.32%-165.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,248 | $3,113-59.9% | $3,754-66.8% | $2,631-52.6% |
| Participant deferral / active EE | $1,549 | $4,056-61.8% | $5,116-69.7% | $4,212-63.2% |
| Admin fee / account holder | $4,140 | $7,222-42.7% | $8,919-53.6% | $7,344-43.6% |