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 | $109,881-81.2% | $150,045-86.2% | $84,808-75.6% |
| Participation rate | 30.6% | 76.1%-45.5pp | 82.3%-51.7pp | 68.3%-37.7pp |
| Annual return | 17.82% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $761 | $3,561-78.6% | $4,693-83.8% | $2,631-71.1% |
| Participant deferral / active EE | $1,798 | $6,636-72.9% | $7,997-77.5% | $4,212-57.3% |
| Admin fee / account holder | $706 | $8,568-91.8% | $13,435-94.7% | $7,344-90.4% |