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 3-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 | $13,075 | $68,719-81.0% | $91,541-85.7% | $84,808-84.6% |
| Participation rate | 30.8% | 64.5%-33.7pp | 69.8%-39.0pp | 68.3%-37.5pp |
| Annual return | 22.23% | 19.12%+3.1pp | 20.50%+1.7pp | 40.90%-18.7pp |
| Employer contribution / active EE | $658 | $1,920-65.7% | $2,505-73.7% | $2,631-75.0% |
| Participant deferral / active EE | $944 | $3,136-69.9% | $4,008-76.4% | $4,212-77.6% |
| Admin fee / account holder | $1,240 | $5,786-78.6% | $6,956-82.2% | $7,344-83.1% |