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 | $5,463 | $80,968-93.3% | $96,544-94.3% | $75,163-92.7% |
| Participation rate | 61.4% | 71.8%-10.4pp | 76.0%-14.6pp | 67.2%-5.8pp |
| Annual return | 16.08% | 27.06%-11.0pp | 25.84%-9.8pp | 160.62%-144.5pp |
| Employer contribution / active EE | $709 | $2,282-68.9% | $2,965-76.1% | $2,670-73.4% |
| Participant deferral / active EE | $876 | $3,928-77.7% | $4,851-82.0% | $4,125-78.8% |
| Admin fee / account holder | $423 | $6,724-93.7% | $8,252-94.9% | $5,651-92.5% |