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 7-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 | $22,728 | $89,753-74.7% | $107,525-78.9% | $84,808-73.2% |
| Participation rate | 54.5% | 68.1%-13.5pp | 75.1%-20.5pp | 68.3%-13.8pp |
| Annual return | 16.86% | 29.48%-12.6pp | 181.32%-164.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,217 | $3,113+3.3% | $3,754-14.3% | $2,631+22.3% |
| Participant deferral / active EE | $765 | $4,056-81.1% | $5,116-85.0% | $4,212-81.8% |
| Admin fee / account holder | $1,042 | $7,222-85.6% | $8,919-88.3% | $7,344-85.8% |