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 | $25,714 | $78,422-67.2% | $95,952-73.2% | $79,858-67.8% |
| Participation rate | 42.1% | 73.5%-31.4pp | 77.1%-35.0pp | 69.6%-27.5pp |
| Annual return | 18.65% | 19.37%-0.7pp | 91.61%-73.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $718 | $1,945-63.1% | $2,541-71.7% | $2,471-70.9% |
| Participant deferral / active EE | $1,288 | $3,440-62.6% | $4,167-69.1% | $3,740-65.6% |
| Admin fee / account holder | $478 | $5,622-91.5% | $6,795-93.0% | $5,306-91.0% |