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 | $12,916 | $148,978-91.3% | $200,582-93.6% | $84,808-84.8% |
| Participation rate | 68.4% | 84.2%-15.8pp | 86.9%-18.5pp | 68.3%+0.1pp |
| Annual return | 20.68% | 28.16%-7.5pp | 42.33%-21.7pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,561 | $7,142-64.1% | $9,331-72.6% | $4,212-39.2% |
| Admin fee / account holder | $2,282 | $13,977-83.7% | $16,305-86.0% | $7,344-68.9% |