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 | $25,613 | $95,453-73.2% | $112,040-77.1% | $82,448-68.9% |
| Participation rate | 27.3% | 72.8%-45.5pp | 76.5%-49.2pp | 68.1%-40.8pp |
| Annual return | 18.07% | 23.92%-5.9pp | 24.52%-6.4pp | 41.64%-23.6pp |
| Employer contribution / active EE | $946 | $2,318-59.2% | $2,954-68.0% | $2,551-62.9% |
| Participant deferral / active EE | $1,242 | $4,224-70.6% | $5,098-75.6% | $4,139-70.0% |
| Admin fee / account holder | $1,034 | $9,013-88.5% | $12,098-91.5% | $7,234-85.7% |