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 | $16,246 | $76,050-78.6% | $96,544-83.2% | $71,457-77.3% |
| Participation rate | 45.4% | 74.4%-29.0pp | 76.0%-30.6pp | 67.9%-22.6pp |
| Annual return | 20.17% | 22.81%-2.6pp | 25.84%-5.7pp | 28.85%-8.7pp |
| Employer contribution / active EE | $853 | $2,244-62.0% | $2,965-71.2% | $2,588-67.0% |
| Participant deferral / active EE | $2,076 | $4,215-50.7% | $4,851-57.2% | $4,289-51.6% |
| Admin fee / account holder | $2,441 | $2,707-9.8% | $8,252-70.4% | $1,587+53.8% |