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 | $17,437 | $80,673-78.4% | $101,326-82.8% | $84,808-79.4% |
| Participation rate | 65.9% | 77.8%-11.9pp | 81.5%-15.6pp | 68.3%-2.5pp |
| Annual return | 15.72% | 38.95%-23.2pp | 36.82%-21.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $534 | $2,698-80.2% | $3,665-85.4% | $2,631-79.7% |
| Participant deferral / active EE | $2,169 | $6,840-68.3% | $7,994-72.9% | $4,212-48.5% |
| Admin fee / account holder | $437 | $12,784-96.6% | $11,185-96.1% | $7,344-94.1% |