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 | $49,915-89.6% | $154,803-96.6% | $74,304-93.0% |
| Participation rate | 24.6% | 54.0%-29.4pp | 78.1%-53.5pp | 60.3%-35.8pp |
| Annual return | 18.52% | 34.06%-15.5pp | 58.88%-40.4pp | 29.43%-10.9pp |
| Employer contribution / active EE | $315 | $1,611-80.5% | $4,305-92.7% | $2,241-86.0% |
| Participant deferral / active EE | $451 | $2,255-80.0% | $5,540-91.9% | $3,767-88.0% |
| Admin fee / account holder | $1,115 | $2,189-49.1% | $14,329-92.2% | $2,969-62.4% |