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 | $11,060 | $109,881-89.9% | $150,045-92.6% | $84,808-87.0% |
| Participation rate | 41.0% | 76.1%-35.1pp | 82.3%-41.3pp | 68.3%-27.3pp |
| Annual return | 23.31% | 28.25%-4.9pp | 62.55%-39.2pp | 40.90%-17.6pp |
| Employer contribution / active EE | $870 | $3,561-75.6% | $4,693-81.5% | $2,631-66.9% |
| Participant deferral / active EE | $1,312 | $6,636-80.2% | $7,997-83.6% | $4,212-68.8% |
| Admin fee / account holder | $558 | $8,568-93.5% | $13,435-95.8% | $7,344-92.4% |