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 | $18,790 | $76,552-75.5% | $123,892-84.8% | $62,891-70.1% |
| Participation rate | 59.0% | 73.0%-14.0pp | 81.4%-22.4pp | 69.3%-10.3pp |
| Annual return | 9.70% | 18.68%-9.0pp | 47.52%-37.8pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,165 | $2,883-59.6% | $4,617-74.8% | $2,281-48.9% |
| Participant deferral / active EE | $1,710 | $4,840-64.7% | $5,984-71.4% | $3,203-46.6% |
| Admin fee / account holder | $1,798 | $4,826-62.7% | $8,357-78.5% | $4,296-58.2% |