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 | $8,381 | $61,605-86.4% | $112,229-92.5% | $75,163-88.9% |
| Participation rate | 39.0% | 61.7%-22.7pp | 72.4%-33.5pp | 67.2%-28.2pp |
| Annual return | 18.32% | 28.47%-10.1pp | 30.20%-11.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $531 | $2,015-73.6% | $3,430-84.5% | $2,670-80.1% |
| Participant deferral / active EE | $854 | $3,108-72.5% | $4,798-82.2% | $4,125-79.3% |
| Admin fee / account holder | $561 | $4,862-88.5% | $7,748-92.8% | $5,651-90.1% |