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 | $9,885 | $95,803-89.7% | $113,168-91.3% | $84,808-88.3% |
| Participation rate | 55.2% | 72.9%-17.7pp | 76.6%-21.4pp | 68.3%-13.1pp |
| Annual return | 21.77% | 25.00%-3.2pp | 24.27%-2.5pp | 40.90%-19.1pp |
| Employer contribution / active EE | $839 | $2,360-64.4% | $2,975-71.8% | $2,631-68.1% |
| Participant deferral / active EE | $1,881 | $4,242-55.7% | $5,107-63.2% | $4,212-55.3% |
| Admin fee / account holder | $1,476 | $8,989-83.6% | $12,068-87.8% | $7,344-79.9% |