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 | $19,714 | $83,477-76.4% | $125,175-84.3% | $72,985-73.0% |
| Participation rate | 44.8% | 73.3%-28.5pp | 79.8%-35.0pp | 69.5%-24.7pp |
| Annual return | 25.70% | 25.78%-0.1pp | 43.79%-18.1pp | 81.00%-55.3pp |
| Employer contribution / active EE | $1,021 | $2,345-56.5% | $3,865-73.6% | $2,440-58.2% |
| Participant deferral / active EE | $1,349 | $3,585-62.4% | $4,937-72.7% | $3,607-62.6% |
| Admin fee / account holder | $312 | $5,517-94.3% | $9,702-96.8% | $5,124-93.9% |