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 | $25,968 | $95,803-72.9% | $113,168-77.1% | $84,808-69.4% |
| Participation rate | 30.8% | 72.9%-42.1pp | 76.6%-45.8pp | 68.3%-37.5pp |
| Annual return | 16.77% | 25.00%-8.2pp | 24.27%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $994 | $2,360-57.9% | $2,975-66.6% | $2,631-62.2% |
| Participant deferral / active EE | $1,824 | $4,242-57.0% | $5,107-64.3% | $4,212-56.7% |
| Admin fee / account holder | $4,262 | $8,989-52.6% | $12,068-64.7% | $7,344-42.0% |