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 8-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 | $9,966 | $69,362-85.6% | $101,248-90.2% | $73,488-86.4% |
| Participation rate | 30.9% | 68.4%-37.5pp | 75.8%-44.9pp | 70.7%-39.8pp |
| Annual return | 24.16% | 18.46%+5.7pp | 46.47%-22.3pp | 28.51%-4.3pp |
| Employer contribution / active EE | $710 | $2,628-73.0% | $3,660-80.6% | $2,270-68.7% |
| Participant deferral / active EE | $1,117 | $3,300-66.2% | $4,370-74.4% | $3,740-70.1% |
| Admin fee / account holder | $1,919 | $704+172.7% | $5,945-67.7% | $513+274.0% |