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 8-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 | $10,039 | $84,556-88.1% | $116,228-91.4% | $74,304-86.5% |
| Participation rate | 21.3% | 66.0%-44.7pp | 74.6%-53.3pp | 60.3%-39.1pp |
| Annual return | 13.45% | 18.35%-4.9pp | 90.06%-76.6pp | 29.43%-16.0pp |
| Employer contribution / active EE | $676 | $2,168-68.8% | $2,994-77.4% | $2,241-69.8% |
| Participant deferral / active EE | $995 | $3,814-73.9% | $4,953-79.9% | $3,767-73.6% |
| Admin fee / account holder | $3,444 | $3,792-9.2% | $11,989-71.3% | $2,969+16.0% |