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 | $10,110 | $79,944-87.4% | $98,439-89.7% | $75,163-86.5% |
| Participation rate | 28.6% | 70.4%-41.8pp | 75.2%-46.6pp | 67.2%-38.6pp |
| Annual return | 14.96% | 19.75%-4.8pp | 21.16%-6.2pp | 160.62%-145.7pp |
| Employer contribution / active EE | $598 | $2,264-73.6% | $3,048-80.4% | $2,670-77.6% |
| Participant deferral / active EE | $1,289 | $3,752-65.6% | $4,738-72.8% | $4,125-68.8% |
| Admin fee / account holder | $912 | $6,840-86.7% | $8,948-89.8% | $5,651-83.9% |