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 6-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 | $15,989 | $73,933-78.4% | $96,683-83.5% | $75,163-78.7% |
| Participation rate | 53.3% | 66.4%-13.1pp | 74.3%-21.0pp | 67.2%-13.9pp |
| Annual return | 25.56% | 26.70%-1.1pp | 35.69%-10.1pp | 160.62%-135.1pp |
| Employer contribution / active EE | $2,284 | $2,928-22.0% | $3,737-38.9% | $2,670-14.5% |
| Participant deferral / active EE | $865 | $3,659-76.4% | $4,878-82.3% | $4,125-79.0% |
| Admin fee / account holder | $3,409 | $5,216-34.6% | $6,730-49.3% | $5,651-39.7% |