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 | $9,726 | $87,870-88.9% | $113,168-91.4% | $74,304-86.9% |
| Participation rate | 30.8% | 70.7%-40.0pp | 76.6%-45.8pp | 60.3%-29.6pp |
| Annual return | 13.97% | 26.44%-12.5pp | 24.27%-10.3pp | 29.43%-15.5pp |
| Employer contribution / active EE | $1,138 | $2,277-50.0% | $2,975-61.7% | $2,241-49.2% |
| Participant deferral / active EE | $1,678 | $4,241-60.4% | $5,107-67.1% | $3,767-55.5% |
| Admin fee / account holder | $6,019 | $3,368+78.7% | $12,068-50.1% | $2,969+102.7% |