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 7-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 | $17,749 | $73,787-75.9% | $98,716-82.0% | $82,448-78.5% |
| Participation rate | 29.5% | 61.4%-31.9pp | 69.3%-39.8pp | 68.1%-38.6pp |
| Annual return | 25.15% | 18.57%+6.6pp | 31.81%-6.7pp | 41.64%-16.5pp |
| Employer contribution / active EE | $603 | $1,511-60.1% | $2,279-73.5% | $2,551-76.4% |
| Participant deferral / active EE | $884 | $3,081-71.3% | $4,048-78.2% | $4,139-78.7% |
| Admin fee / account holder | $571 | $6,500-91.2% | $8,703-93.4% | $7,234-92.1% |