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 4-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 | $2,702 | $81,248-96.7% | $155,509-98.3% | $80,856-96.7% |
| Participation rate | 69.4% | 66.2%+3.2pp | 78.2%-8.7pp | 67.6%+1.8pp |
| Annual return | 11.09% | 33.31%-22.2pp | 64.67%-53.6pp | 35.59%-24.5pp |
| Employer contribution / active EE | $713 | $3,100-77.0% | $4,672-84.7% | $2,755-74.1% |
| Participant deferral / active EE | $813 | $3,452-76.4% | $5,626-85.6% | $4,296-81.1% |
| Admin fee / account holder | $1,797 | $7,997-77.5% | $15,912-88.7% | $6,918-74.0% |