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 | $15,193 | $73,933-79.5% | $96,683-84.3% | $75,163-79.8% |
| Participation rate | 52.9% | 66.4%-13.5pp | 74.3%-21.4pp | 67.2%-14.3pp |
| Annual return | 19.81% | 26.70%-6.9pp | 35.69%-15.9pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,839 | $2,928-37.2% | $3,737-50.8% | $2,670-31.1% |
| Participant deferral / active EE | $986 | $3,659-73.0% | $4,878-79.8% | $4,125-76.1% |
| Admin fee / account holder | $1,290 | $5,216-75.3% | $6,730-80.8% | $5,651-77.2% |