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 3-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 | $9,592 | $180,749-94.7% | $160,784-94.0% | $137,256-93.0% |
| Participation rate | 45.5% | 80.0%-34.5pp | 77.0%-31.5pp | 80.0%-34.5pp |
| Annual return | 19.87% | 2234.46%-2214.6pp | 1803.92%-1784.1pp | 220.34%-200.5pp |
| Employer contribution / active EE | $560 | $4,155-86.5% | $3,733-85.0% | $4,156-86.5% |
| Participant deferral / active EE | $1,141 | $6,844-83.3% | $6,293-81.9% | $6,407-82.2% |
| Admin fee / account holder | $2,352 | $10,397-77.4% | $9,717-75.8% | $12,270-80.8% |