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 | $13,738 | $102,317-86.6% | $146,958-90.7% | $80,856-83.0% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 16.40% | 134.76%-118.4pp | 418.34%-401.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,252 | $3,713-66.3% | $4,933-74.6% | $2,755-54.6% |
| Participant deferral / active EE | $1,777 | $6,644-73.2% | $8,070-78.0% | $4,296-58.6% |
| Admin fee / account holder | $2,646 | $7,941-66.7% | $12,998-79.6% | $6,918-61.7% |