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 9-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 | $26,418 | $65,376-59.6% | $87,100-69.7% | $65,185-59.5% |
| Participation rate | 62.1% | 75.3%-13.3pp | 76.9%-14.8pp | 70.2%-8.1pp |
| Annual return | 26.94% | 31.27%-4.3pp | 28.19%-1.3pp | 29.38%-2.4pp |
| Employer contribution / active EE | $1,046 | $1,822-42.6% | $2,521-58.5% | $2,177-51.9% |
| Participant deferral / active EE | $1,620 | $3,388-52.2% | $4,049-60.0% | $3,514-53.9% |
| Admin fee / account holder | $957 | $520+84.2% | $7,497-87.2% | $847+13.0% |