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 6-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 | $8,363 | $89,753-90.7% | $107,525-92.2% | $84,808-90.1% |
| Participation rate | 63.9% | 68.1%-4.2pp | 75.1%-11.2pp | 68.3%-4.4pp |
| Annual return | 15.03% | 29.48%-14.5pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,093 | $3,113-64.9% | $3,754-70.9% | $2,631-58.5% |
| Participant deferral / active EE | $1,314 | $4,056-67.6% | $5,116-74.3% | $4,212-68.8% |
| Admin fee / account holder | $1,938 | $7,222-73.2% | $8,919-78.3% | $7,344-73.6% |