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 7-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 | $17,665 | $109,881-83.9% | $150,045-88.2% | $84,808-79.2% |
| Participation rate | 61.5% | 76.1%-14.5pp | 82.3%-20.8pp | 68.3%-6.8pp |
| Annual return | 21.95% | 28.25%-6.3pp | 62.55%-40.6pp | 40.90%-18.9pp |
| Employer contribution / active EE | $2,122 | $3,561-40.4% | $4,693-54.8% | $2,631-19.3% |
| Participant deferral / active EE | $2,019 | $6,636-69.6% | $7,997-74.7% | $4,212-52.1% |
| Admin fee / account holder | $2,852 | $8,568-66.7% | $13,435-78.8% | $7,344-61.2% |