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 4-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 | $21,176 | $80,753-73.8% | $136,294-84.5% | $62,292-66.0% |
| Participation rate | 52.4% | 73.5%-21.2pp | 81.9%-29.5pp | 69.5%-17.1pp |
| Annual return | 22.60% | 35.83%-13.2pp | 5155.94%-5133.3pp | 28.90%-6.3pp |
| Employer contribution / active EE | $1,155 | $2,884-59.9% | $4,695-75.4% | $2,042-43.4% |
| Participant deferral / active EE | $1,819 | $5,164-64.8% | $6,247-70.9% | $3,169-42.6% |
| Admin fee / account holder | $775 | $525+47.6% | $9,243-91.6% | $479+61.8% |