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 7-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 | $6,373 | $74,927-91.5% | $101,794-93.7% | $84,808-92.5% |
| Participation rate | 61.7% | 61.4%+0.3pp | 69.2%-7.5pp | 68.3%-6.6pp |
| Annual return | 14.14% | 18.70%-4.6pp | 30.53%-16.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $560 | $1,522-63.2% | $2,289-75.5% | $2,631-78.7% |
| Participant deferral / active EE | $837 | $3,099-73.0% | $4,084-79.5% | $4,212-80.1% |
| Admin fee / account holder | $307 | $6,514-95.3% | $8,777-96.5% | $7,344-95.8% |