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 | $16,583 | $148,978-88.9% | $200,582-91.7% | $84,808-80.4% |
| Participation rate | 68.9% | 84.2%-15.4pp | 86.9%-18.0pp | 68.3%+0.5pp |
| Annual return | 14.02% | 28.16%-14.1pp | 42.33%-28.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,586 | $4,815-67.1% | $6,419-75.3% | $2,631-39.7% |
| Participant deferral / active EE | $2,151 | $7,142-69.9% | $9,331-76.9% | $4,212-48.9% |
| Admin fee / account holder | $2,016 | $13,977-85.6% | $16,305-87.6% | $7,344-72.5% |