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 3-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 | $6,031 | $94,625-93.6% | $116,228-94.8% | $84,808-92.9% |
| Participation rate | 57.1% | 70.4%-13.3pp | 74.6%-17.4pp | 68.3%-11.2pp |
| Annual return | 24.98% | 20.40%+4.6pp | 90.06%-65.1pp | 40.90%-15.9pp |
| Employer contribution / active EE | $701 | $2,347-70.1% | $2,994-76.6% | $2,631-73.4% |
| Participant deferral / active EE | $1,066 | $3,972-73.2% | $4,953-78.5% | $4,212-74.7% |
| Admin fee / account holder | $709 | $10,091-93.0% | $11,989-94.1% | $7,344-90.3% |