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 3-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 | $8,700 | $66,098-86.8% | $101,794-91.5% | $74,304-88.3% |
| Participation rate | 48.1% | 53.8%-5.7pp | 69.2%-21.1pp | 60.3%-12.3pp |
| Annual return | 14.41% | 19.59%-5.2pp | 30.53%-16.1pp | 29.43%-15.0pp |
| Employer contribution / active EE | $445 | $1,082-58.8% | $2,289-80.5% | $2,241-80.1% |
| Participant deferral / active EE | $866 | $2,781-68.9% | $4,084-78.8% | $3,767-77.0% |
| Admin fee / account holder | $500 | $4,146-87.9% | $8,777-94.3% | $2,969-83.1% |