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 | $18,758 | $57,976-67.6% | $62,995-70.2% | $62,292-69.9% |
| Participation rate | 54.9% | 75.9%-21.0pp | 74.8%-19.9pp | 69.5%-14.6pp |
| Annual return | 26.35% | 17.54%+8.8pp | 87.57%-61.2pp | 28.90%-2.6pp |
| Employer contribution / active EE | $1,414 | $2,415-41.4% | $2,759-48.7% | $2,042-30.8% |
| Participant deferral / active EE | $727 | $2,956-75.4% | $3,329-78.2% | $3,169-77.1% |
| Admin fee / account holder | $466 | $276+69.1% | $3,600-87.0% | $479-2.7% |