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 | $6,125 | $52,580-88.4% | $71,671-91.5% | $70,131-91.3% |
| Participation rate | 60.7% | 60.9%-0.2pp | 68.7%-8.1pp | 69.5%-8.9pp |
| Annual return | 16.59% | 20.25%-3.7pp | 20.65%-4.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $466 | $1,616-71.2% | $2,460-81.1% | $2,342-80.1% |
| Participant deferral / active EE | $731 | $2,386-69.4% | $3,438-78.7% | $3,332-78.1% |
| Admin fee / account holder | $665 | $3,653-81.8% | $5,558-88.0% | $4,645-85.7% |