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 | $7,220 | $159,602-95.5% | $150,045-95.2% | $142,382-94.9% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.3%-26.8pp | 80.1%-24.6pp |
| Annual return | 19.82% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,102 | $4,961-77.8% | $4,693-76.5% | $4,299-74.4% |
| Participant deferral / active EE | $1,292 | $8,310-84.5% | $7,997-83.8% | $6,507-80.2% |
| Admin fee / account holder | $1,173 | $14,846-92.1% | $13,435-91.3% | $12,624-90.7% |