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 8-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 | $18,265 | $73,933-75.3% | $96,683-81.1% | $75,163-75.7% |
| Participation rate | 26.9% | 66.4%-39.5pp | 74.3%-47.4pp | 67.2%-40.3pp |
| Annual return | 39.62% | 26.70%+12.9pp | 35.69%+3.9pp | 160.62%-121.0pp |
| Employer contribution / active EE | $972 | $2,928-66.8% | $3,737-74.0% | $2,670-63.6% |
| Participant deferral / active EE | $1,196 | $3,659-67.3% | $4,878-75.5% | $4,125-71.0% |
| Admin fee / account holder | $2,753 | $5,216-47.2% | $6,730-59.1% | $5,651-51.3% |