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 | $11,335 | $177,572-93.6% | $154,803-92.7% | $142,382-92.0% |
| Participation rate | 31.8% | 82.1%-50.2pp | 78.1%-46.3pp | 80.1%-48.3pp |
| Annual return | 29.97% | 65.07%-35.1pp | 58.88%-28.9pp | 217.08%-187.1pp |
| Employer contribution / active EE | $998 | $4,810-79.3% | $4,305-76.8% | $4,299-76.8% |
| Participant deferral / active EE | $1,112 | $6,272-82.3% | $5,540-79.9% | $6,507-82.9% |
| Admin fee / account holder | $2,179 | $16,786-87.0% | $14,329-84.8% | $12,624-82.7% |