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 | $7,658 | $127,065-94.0% | $113,168-93.2% | $142,382-94.6% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 24.45% | 24.03%+0.4pp | 24.27%+0.2pp | 217.08%-192.6pp |
| Employer contribution / active EE | $934 | $3,442-72.9% | $2,975-68.6% | $4,299-78.3% |
| Participant deferral / active EE | $1,499 | $5,716-73.8% | $5,107-70.6% | $6,507-77.0% |
| Admin fee / account holder | $2,369 | $15,736-84.9% | $12,068-80.4% | $12,624-81.2% |