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 | $14,773 | $78,926-81.3% | $136,749-89.2% | $84,808-82.6% |
| Participation rate | 32.5% | 62.2%-29.7pp | 72.1%-39.6pp | 68.3%-35.8pp |
| Annual return | 19.74% | 18.17%+1.6pp | 24.33%-4.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $571 | $2,134-73.3% | $3,400-83.2% | $2,631-78.3% |
| Participant deferral / active EE | $680 | $3,168-78.5% | $4,692-85.5% | $4,212-83.9% |
| Admin fee / account holder | $368 | $6,369-94.2% | $11,386-96.8% | $7,344-95.0% |