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 6-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 | $11,604 | $102,616-88.7% | $81,983-85.8% | $158,922-92.7% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.2%-35.9pp | 82.0%-48.6pp |
| Annual return | 7.91% | 61.04%-53.1pp | 41.31%-33.4pp | 302.83%-294.9pp |
| Employer contribution / active EE | $1,086 | $3,240-66.5% | $2,498-56.5% | $4,761-77.2% |
| Participant deferral / active EE | $1,087 | $4,648-76.6% | $3,722-70.8% | $5,982-81.8% |
| Admin fee / account holder | $1,760 | $8,235-78.6% | $5,664-68.9% | $11,246-84.4% |