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 | $18,325 | $83,369-78.0% | $105,223-82.6% | $67,986-73.0% |
| Participation rate | 22.1% | 56.3%-34.1pp | 75.0%-52.9pp | 57.2%-35.1pp |
| Annual return | 18.09% | 24.64%-6.6pp | 180.65%-162.6pp | 31.67%-13.6pp |
| Employer contribution / active EE | $658 | $2,541-74.1% | $3,689-82.2% | $2,019-67.4% |
| Participant deferral / active EE | $907 | $3,295-72.5% | $5,072-82.1% | $3,358-73.0% |
| Admin fee / account holder | $615 | $4,073-84.9% | $8,859-93.1% | $3,203-80.8% |