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 | $17,047 | $87,870-80.6% | $113,168-84.9% | $74,304-77.1% |
| Participation rate | 16.8% | 70.7%-53.9pp | 76.6%-59.7pp | 60.3%-43.5pp |
| Annual return | 16.77% | 26.44%-9.7pp | 24.27%-7.5pp | 29.43%-12.7pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $749 | $4,241-82.3% | $5,107-85.3% | $3,767-80.1% |
| Admin fee / account holder | $2,934 | $3,368-12.9% | $12,068-75.7% | $2,969-1.2% |