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 4-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 | $17,706 | $101,724-82.6% | $164,813-89.3% | $80,856-78.1% |
| Participation rate | 33.9% | 71.8%-37.9pp | 78.6%-44.7pp | 67.6%-33.7pp |
| Annual return | 12.13% | 16.72%-4.6pp | 69.93%-57.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,284 | $2,953-56.5% | $4,341-70.4% | $2,755-53.4% |
| Participant deferral / active EE | $1,749 | $4,477-60.9% | $6,031-71.0% | $4,296-59.3% |
| Admin fee / account holder | $2,419 | $8,227-70.6% | $12,690-80.9% | $6,918-65.0% |