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 | $8,666 | $109,881-92.1% | $150,045-94.2% | $84,808-89.8% |
| Participation rate | 50.0% | 76.1%-26.1pp | 82.3%-32.3pp | 68.3%-18.3pp |
| Annual return | 20.88% | 28.25%-7.4pp | 62.55%-41.7pp | 40.90%-20.0pp |
| Employer contribution / active EE | $868 | $3,561-75.6% | $4,693-81.5% | $2,631-67.0% |
| Participant deferral / active EE | $1,256 | $6,636-81.1% | $7,997-84.3% | $4,212-70.2% |
| Admin fee / account holder | $716 | $8,568-91.6% | $13,435-94.7% | $7,344-90.3% |