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 | $15,060 | $109,881-86.3% | $150,045-90.0% | $84,808-82.2% |
| Participation rate | 47.9% | 76.1%-28.2pp | 82.3%-34.4pp | 68.3%-20.4pp |
| Annual return | 20.54% | 28.25%-7.7pp | 62.55%-42.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $1,293 | $3,561-63.7% | $4,693-72.5% | $2,631-50.9% |
| Participant deferral / active EE | $2,074 | $6,636-68.8% | $7,997-74.1% | $4,212-50.8% |
| Admin fee / account holder | $2,500 | $8,568-70.8% | $13,435-81.4% | $7,344-66.0% |