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 | $5,189 | $45,343-88.6% | $150,298-96.5% | $67,986-92.4% |
| Participation rate | 24.6% | 51.9%-27.3pp | 77.8%-53.2pp | 57.2%-32.6pp |
| Annual return | 18.52% | 33.28%-14.8pp | 62.79%-44.3pp | 31.67%-13.1pp |
| Employer contribution / active EE | $315 | $1,462-78.5% | $4,154-92.4% | $2,019-84.4% |
| Participant deferral / active EE | $451 | $2,055-78.1% | $5,453-91.7% | $3,358-86.6% |
| Admin fee / account holder | $1,115 | $2,250-50.4% | $14,116-92.1% | $3,203-65.2% |