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 4-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 | $18,389 | $109,881-83.3% | $150,045-87.7% | $84,808-78.3% |
| Participation rate | 31.4% | 76.1%-44.7pp | 82.3%-50.9pp | 68.3%-36.9pp |
| Annual return | 39.08% | 28.25%+10.8pp | 62.55%-23.5pp | 40.90%-1.8pp |
| Employer contribution / active EE | $1,551 | $3,561-56.5% | $4,693-67.0% | $2,631-41.1% |
| Participant deferral / active EE | $2,355 | $6,636-64.5% | $7,997-70.5% | $4,212-44.1% |
| Admin fee / account holder | $5,820 | $8,568-32.1% | $13,435-56.7% | $7,344-20.7% |