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 | $78,520-91.9% | $96,576-93.4% | $82,448-92.2% |
| Participation rate | 49.2% | 77.7%-28.5pp | 81.4%-32.2pp | 68.1%-18.9pp |
| Annual return | 22.66% | 41.30%-18.6pp | 38.47%-15.8pp | 41.64%-19.0pp |
| Employer contribution / active EE | $336 | $2,630-87.2% | $3,553-90.5% | $2,551-86.8% |
| Participant deferral / active EE | $1,063 | $6,754-84.3% | $7,956-86.6% | $4,139-74.3% |
| Admin fee / account holder | $1,008 | $13,455-92.5% | $11,381-91.1% | $7,234-86.1% |