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 | $7,399 | $112,729-93.4% | $98,716-92.5% | $137,256-94.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 19.30% | 38.48%-19.2pp | 31.81%-12.5pp | 220.34%-201.0pp |
| Employer contribution / active EE | $659 | $2,725-75.8% | $2,279-71.1% | $4,156-84.1% |
| Participant deferral / active EE | $1,114 | $4,640-76.0% | $4,048-72.5% | $6,407-82.6% |
| Admin fee / account holder | $1,622 | $10,129-84.0% | $8,703-81.4% | $12,270-86.8% |