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 | $4,969 | $58,264-91.5% | $86,612-94.3% | $71,457-93.0% |
| Participation rate | 67.0% | 65.0%+2.0pp | 71.7%-4.7pp | 67.9%-0.9pp |
| Annual return | 14.82% | 21.63%-6.8pp | 591.07%-576.3pp | 28.85%-14.0pp |
| Employer contribution / active EE | $978 | $2,574-62.0% | $3,022-67.6% | $2,588-62.2% |
| Participant deferral / active EE | $783 | $3,436-77.2% | $4,438-82.4% | $4,289-81.8% |
| Admin fee / account holder | $429 | $1,057-59.5% | $5,614-92.4% | $1,587-73.0% |