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 | $38,357 | $146,267-73.8% | $197,124-80.5% | $82,448-53.5% |
| Participation rate | 7.8% | 84.0%-76.2pp | 86.7%-78.9pp | 68.1%-60.2pp |
| Annual return | 18.07% | 29.61%-11.5pp | 44.34%-26.3pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $854 | $7,035-87.9% | $9,135-90.7% | $4,139-79.4% |
| Admin fee / account holder | $2,648 | $14,422-81.6% | $16,298-83.8% | $7,234-63.4% |