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 | $16,452 | $80,138-79.5% | $130,231-87.4% | $71,457-77.0% |
| Participation rate | 5.6% | 71.0%-65.4pp | 76.3%-70.7pp | 67.9%-62.4pp |
| Annual return | 22.29% | 16.81%+5.5pp | 38.77%-16.5pp | 28.85%-6.6pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $4,126-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,423 | $4,641-69.3% | $6,799-79.1% | $4,289-66.8% |
| Admin fee / account holder | $1,275 | $1,035+23.2% | $6,020-78.8% | $1,587-19.7% |