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 | $6,394 | $67,894-90.6% | $89,340-92.8% | $82,448-92.2% |
| Participation rate | 66.7% | 64.0%+2.6pp | 69.6%-2.9pp | 68.1%-1.4pp |
| Annual return | 37.04% | 19.21%+17.8pp | 20.57%+16.5pp | 41.64%-4.6pp |
| Employer contribution / active EE | $678 | $1,828-62.9% | $2,231-69.6% | $2,551-73.4% |
| Participant deferral / active EE | $817 | $3,072-73.4% | $3,823-78.6% | $4,139-80.3% |
| Admin fee / account holder | $424 | $5,723-92.6% | $6,704-93.7% | $7,234-94.1% |