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 5-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 | $9,013 | $148,534-93.9% | $135,903-93.4% | $139,434-93.5% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 23.01% | 79.19%-56.2pp | 68.23%-45.2pp | 372.94%-349.9pp |
| Employer contribution / active EE | $1,472 | $5,243-71.9% | $4,856-69.7% | $4,751-69.0% |
| Participant deferral / active EE | $2,316 | $8,100-71.4% | $7,758-70.2% | $6,710-65.5% |
| Admin fee / account holder | $667 | $12,400-94.6% | $10,762-93.8% | $11,403-94.2% |