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 | $95,803-73.3% | $113,168-77.4% | $84,808-69.8% |
| Participation rate | 27.3% | 72.9%-45.6pp | 76.6%-49.3pp | 68.3%-41.0pp |
| Annual return | 18.07% | 25.00%-6.9pp | 24.27%-6.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $946 | $2,360-59.9% | $2,975-68.2% | $2,631-64.1% |
| Participant deferral / active EE | $1,242 | $4,242-70.7% | $5,107-75.7% | $4,212-70.5% |
| Admin fee / account holder | $1,034 | $8,989-88.5% | $12,068-91.4% | $7,344-85.9% |