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 | $146,267-88.7% | $197,124-91.6% | $82,448-79.9% |
| Participation rate | 68.9% | 84.0%-15.2pp | 86.7%-17.9pp | 68.1%+0.8pp |
| Annual return | 14.02% | 29.61%-15.6pp | 44.34%-30.3pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,586 | $4,723-66.4% | $6,227-74.5% | $2,551-37.8% |
| Participant deferral / active EE | $2,151 | $7,035-69.4% | $9,135-76.5% | $4,139-48.0% |
| Admin fee / account holder | $2,016 | $14,422-86.0% | $16,298-87.6% | $7,234-72.1% |