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 9-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 | $23,135 | $91,407-74.7% | $135,903-83.0% | $71,457-67.6% |
| Participation rate | 40.6% | 75.7%-35.1pp | 81.9%-41.3pp | 67.9%-27.3pp |
| Annual return | 22.83% | 29.90%-7.1pp | 68.23%-45.4pp | 28.85%-6.0pp |
| Employer contribution / active EE | $1,818 | $3,703-50.9% | $4,856-62.6% | $2,588-29.7% |
| Participant deferral / active EE | $3,018 | $7,092-57.4% | $7,758-61.1% | $4,289-29.6% |
| Admin fee / account holder | $4,021 | $1,266+217.7% | $10,762-62.6% | $1,587+153.3% |