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 | $7,545 | $49,693-84.8% | $70,515-89.3% | $74,419-89.9% |
| Participation rate | 12.7% | 64.7%-52.0pp | 68.3%-55.7pp | 70.7%-58.1pp |
| Annual return | 16.88% | 21.22%-4.3pp | 32.77%-15.9pp | 34.38%-17.5pp |
| Employer contribution / active EE | $0 | $1,773-100.0% | $2,973-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $494 | $3,376-85.4% | $4,567-89.2% | $4,528-89.1% |
| Admin fee / account holder | $923 | $316+192.2% | $6,412-85.6% | $348+165.2% |