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 9-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 | $13,712 | $91,552-85.0% | $133,956-89.8% | $79,858-82.8% |
| Participation rate | 45.0% | 73.3%-28.3pp | 79.8%-34.8pp | 69.6%-24.6pp |
| Annual return | 26.67% | 61.85%-35.2pp | 45.09%-18.4pp | 31.71%-5.0pp |
| Employer contribution / active EE | $987 | $2,384-58.6% | $3,919-74.8% | $2,471-60.0% |
| Participant deferral / active EE | $1,386 | $3,733-62.9% | $5,048-72.5% | $3,740-63.0% |
| Admin fee / account holder | $362 | $6,321-94.3% | $8,927-96.0% | $5,306-93.2% |