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 7-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 | $13,650 | $95,803-85.8% | $113,168-87.9% | $84,808-83.9% |
| Participation rate | 59.5% | 72.9%-13.4pp | 76.6%-17.1pp | 68.3%-8.8pp |
| Annual return | 0.00% | 25.00%-25.0pp | 24.27%-24.3pp | 40.90%-40.9pp |
| Employer contribution / active EE | $976 | $2,360-58.7% | $2,975-67.2% | $2,631-62.9% |
| Participant deferral / active EE | $1,912 | $4,242-54.9% | $5,107-62.6% | $4,212-54.6% |
| Admin fee / account holder | $1,936 | $8,989-78.5% | $12,068-84.0% | $7,344-73.6% |