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 | $17,884 | $78,926-77.3% | $136,749-86.9% | $84,808-78.9% |
| Participation rate | 35.9% | 62.2%-26.3pp | 72.1%-36.2pp | 68.3%-32.4pp |
| Annual return | 16.23% | 18.17%-1.9pp | 24.33%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $599 | $2,134-72.0% | $3,400-82.4% | $2,631-77.2% |
| Participant deferral / active EE | $990 | $3,168-68.8% | $4,692-78.9% | $4,212-76.5% |
| Admin fee / account holder | $412 | $6,369-93.5% | $11,386-96.4% | $7,344-94.4% |