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 7-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 | $28,909 | $86,929-66.7% | $102,423-71.8% | $80,856-64.2% |
| Participation rate | 18.6% | 72.4%-53.8pp | 76.5%-57.9pp | 67.6%-49.0pp |
| Annual return | 36.62% | 18.88%+17.7pp | 29.32%+7.3pp | 35.59%+1.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,329 | $4,118-67.7% | $5,053-73.7% | $4,296-69.1% |
| Admin fee / account holder | $2,160 | $8,049-73.2% | $9,451-77.1% | $6,918-68.8% |