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 | $23,897 | $76,367-68.7% | $93,606-74.5% | $72,985-67.3% |
| Participation rate | 51.4% | 71.7%-20.4pp | 75.8%-24.5pp | 69.5%-18.1pp |
| Annual return | 26.03% | 25.82%+0.2pp | 32.76%-6.7pp | 81.00%-55.0pp |
| Employer contribution / active EE | $1,037 | $2,275-54.4% | $2,718-61.8% | $2,440-57.5% |
| Participant deferral / active EE | $1,213 | $3,538-65.7% | $4,069-70.2% | $3,607-66.4% |
| Admin fee / account holder | $1,919 | $6,838-71.9% | $7,888-75.7% | $5,124-62.6% |