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 9-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 | $15,544 | $86,929-82.1% | $102,423-84.8% | $80,856-80.8% |
| Participation rate | 59.5% | 72.4%-12.9pp | 76.5%-17.0pp | 67.6%-8.2pp |
| Annual return | 11.10% | 18.88%-7.8pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $846 | $2,369-64.3% | $3,023-72.0% | $2,755-69.3% |
| Participant deferral / active EE | $1,121 | $4,118-72.8% | $5,053-77.8% | $4,296-73.9% |
| Admin fee / account holder | $574 | $8,049-92.9% | $9,451-93.9% | $6,918-91.7% |