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 | $18,320 | $109,413-83.3% | $156,263-88.3% | $84,808-78.4% |
| Participation rate | 51.7% | 72.7%-21.0pp | 78.9%-27.2pp | 68.3%-16.6pp |
| Annual return | 22.24% | 20.18%+2.1pp | 59.47%-37.2pp | 40.90%-18.7pp |
| Employer contribution / active EE | $1,045 | $2,907-64.1% | $4,333-75.9% | $2,631-60.3% |
| Participant deferral / active EE | $1,911 | $4,590-58.4% | $6,158-69.0% | $4,212-54.6% |
| Admin fee / account holder | $1,496 | $9,357-84.0% | $14,255-89.5% | $7,344-79.6% |