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 | $6,018 | $74,927-92.0% | $101,794-94.1% | $84,808-92.9% |
| Participation rate | 63.3% | 61.4%+1.9pp | 69.2%-5.9pp | 68.3%-5.0pp |
| Annual return | 18.51% | 18.70%-0.2pp | 30.53%-12.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $562 | $1,522-63.1% | $2,289-75.5% | $2,631-78.6% |
| Participant deferral / active EE | $1,133 | $3,099-63.4% | $4,084-72.2% | $4,212-73.1% |
| Admin fee / account holder | $790 | $6,514-87.9% | $8,777-91.0% | $7,344-89.2% |