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 4-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 | $7,028 | $111,754-93.7% | $103,333-93.2% | $145,922-95.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 18.42% | 24.77%-6.3pp | 24.88%-6.5pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,089 | $4,212-74.2% | $3,868-71.9% | $4,660-76.6% |
| Participant deferral / active EE | $1,256 | $5,619-77.7% | $5,057-75.2% | $6,688-81.2% |
| Admin fee / account holder | $1,526 | $9,750-84.4% | $8,355-81.7% | $13,397-88.6% |