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 10-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 | $13,740 | $65,435-79.0% | $86,677-84.1% | $66,914-79.5% |
| Participation rate | 33.0% | 75.5%-42.4pp | 76.6%-43.6pp | 69.8%-36.8pp |
| Annual return | 23.04% | -10.89%+33.9pp | 35.91%-12.9pp | 1.58%+21.5pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $977 | $4,100-76.2% | $4,656-79.0% | $4,237-76.9% |
| Admin fee / account holder | $985 | $642+53.5% | $7,493-86.9% | $593+66.0% |