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 4-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 | $12,491 | $73,933-83.1% | $96,683-87.1% | $75,163-83.4% |
| Participation rate | 23.5% | 66.4%-42.9pp | 74.3%-50.8pp | 67.2%-43.7pp |
| Annual return | 25.10% | 26.70%-1.6pp | 35.69%-10.6pp | 160.62%-135.5pp |
| Employer contribution / active EE | $795 | $2,928-72.8% | $3,737-78.7% | $2,670-70.2% |
| Participant deferral / active EE | $1,427 | $3,659-61.0% | $4,878-70.8% | $4,125-65.4% |
| Admin fee / account holder | $2,887 | $5,216-44.7% | $6,730-57.1% | $5,651-48.9% |