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 6-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 | $6,311 | $47,848-86.8% | $81,478-92.3% | $70,131-91.0% |
| Participation rate | 23.3% | 58.3%-34.9pp | 68.0%-44.6pp | 69.5%-46.2pp |
| Annual return | 21.91% | 27.25%-5.3pp | 38.78%-16.9pp | 73.14%-51.2pp |
| Employer contribution / active EE | $301 | $1,527-80.3% | $2,568-88.3% | $2,342-87.2% |
| Participant deferral / active EE | $497 | $2,453-79.8% | $3,537-86.0% | $3,332-85.1% |
| Admin fee / account holder | $833 | $3,145-73.5% | $4,561-81.7% | $4,645-82.1% |