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 | $9,209 | $74,927-87.7% | $101,794-91.0% | $84,808-89.1% |
| Participation rate | 65.6% | 61.4%+4.2pp | 69.2%-3.6pp | 68.3%-2.7pp |
| Annual return | 19.19% | 18.70%+0.5pp | 30.53%-11.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $578 | $1,522-62.0% | $2,289-74.7% | $2,631-78.0% |
| Participant deferral / active EE | $885 | $3,099-71.4% | $4,084-78.3% | $4,212-79.0% |
| Admin fee / account holder | $408 | $6,514-93.7% | $8,777-95.4% | $7,344-94.4% |