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 | $14,334 | $81,460-82.4% | $103,333-86.1% | $80,856-82.3% |
| Participation rate | 13.6% | 66.8%-53.3pp | 74.5%-60.9pp | 67.6%-54.1pp |
| Annual return | 52.02% | 25.55%+26.5pp | 24.88%+27.1pp | 35.59%+16.4pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,370 | $3,869-64.6% | $5,057-72.9% | $4,296-68.1% |
| Admin fee / account holder | $10,670 | $6,566+62.5% | $8,355+27.7% | $6,918+54.2% |