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 | $6,398 | $80,673-92.1% | $101,326-93.7% | $84,808-92.5% |
| Participation rate | 49.2% | 77.8%-28.6pp | 81.5%-32.3pp | 68.3%-19.1pp |
| Annual return | 22.66% | 38.95%-16.3pp | 36.82%-14.2pp | 40.90%-18.2pp |
| Employer contribution / active EE | $336 | $2,698-87.5% | $3,665-90.8% | $2,631-87.2% |
| Participant deferral / active EE | $1,063 | $6,840-84.5% | $7,994-86.7% | $4,212-74.8% |
| Admin fee / account holder | $1,008 | $12,784-92.1% | $11,185-91.0% | $7,344-86.3% |