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 | $2,553 | $76,407-96.7% | $150,298-98.3% | $82,448-96.9% |
| Participation rate | 39.1% | 66.4%-27.3pp | 77.8%-38.6pp | 68.1%-28.9pp |
| Annual return | 16.80% | 39.99%-23.2pp | 62.79%-46.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $322 | $2,614-87.7% | $4,154-92.3% | $2,551-87.4% |
| Participant deferral / active EE | $434 | $3,214-86.5% | $5,453-92.0% | $4,139-89.5% |
| Admin fee / account holder | $1,513 | $6,352-76.2% | $14,116-89.3% | $7,234-79.1% |