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 5-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 | $2,939 | $61,272-95.2% | $149,673-98.0% | $71,457-95.9% |
| Participation rate | 59.8% | 62.5%-2.7pp | 78.8%-18.9pp | 67.9%-8.1pp |
| Annual return | 22.61% | 35.85%-13.2pp | 134.42%-111.8pp | 28.85%-6.2pp |
| Employer contribution / active EE | $441 | $2,378-81.5% | $4,818-90.9% | $2,588-83.0% |
| Participant deferral / active EE | $759 | $2,917-74.0% | $5,680-86.6% | $4,289-82.3% |
| Admin fee / account holder | $582 | $1,261-53.9% | $13,210-95.6% | $1,587-63.3% |