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 5-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 | $14,397 | $146,267-90.2% | $197,124-92.7% | $82,448-82.5% |
| Participation rate | 69.2% | 84.0%-14.8pp | 86.7%-17.5pp | 68.1%+1.2pp |
| Annual return | 19.63% | 29.61%-10.0pp | 44.34%-24.7pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,295 | $7,035-81.6% | $9,135-85.8% | $4,139-68.7% |
| Admin fee / account holder | $2,226 | $14,422-84.6% | $16,298-86.3% | $7,234-69.2% |