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 7-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 | $20,655 | $106,749-80.7% | $145,433-85.8% | $82,448-74.9% |
| Participation rate | 30.6% | 75.6%-45.0pp | 82.1%-51.5pp | 68.1%-37.5pp |
| Annual return | 17.82% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $761 | $3,444-77.9% | $4,554-83.3% | $2,551-70.2% |
| Participant deferral / active EE | $1,798 | $6,519-72.4% | $7,897-77.2% | $4,139-56.6% |
| Admin fee / account holder | $706 | $8,390-91.6% | $13,129-94.6% | $7,234-90.2% |