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 3-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 | $15,722 | $101,724-84.5% | $164,813-90.5% | $80,856-80.6% |
| Participation rate | 64.7% | 71.8%-7.1pp | 78.6%-13.9pp | 67.6%-2.9pp |
| Annual return | 12.22% | 16.72%-4.5pp | 69.93%-57.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,524 | $2,953-48.4% | $4,341-64.9% | $2,755-44.7% |
| Participant deferral / active EE | $1,728 | $4,477-61.4% | $6,031-71.3% | $4,296-59.8% |
| Admin fee / account holder | $331 | $8,227-96.0% | $12,690-97.4% | $6,918-95.2% |