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 6-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 | $28,827 | $100,923-71.4% | $150,045-80.8% | $74,304-61.2% |
| Participation rate | 28.6% | 70.1%-41.5pp | 82.3%-53.8pp | 60.3%-31.8pp |
| Annual return | 17.58% | 51.77%-34.2pp | 62.55%-45.0pp | 29.43%-11.8pp |
| Employer contribution / active EE | $817 | $3,463-76.4% | $4,693-82.6% | $2,241-63.6% |
| Participant deferral / active EE | $2,004 | $6,709-70.1% | $7,997-74.9% | $3,767-46.8% |
| Admin fee / account holder | $3,645 | $2,767+31.7% | $13,435-72.9% | $2,969+22.8% |