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 | $10,955 | $209,411-94.8% | $178,490-93.9% | $158,922-93.1% |
| Participation rate | 68.4% | 86.3%-17.9pp | 81.9%-13.5pp | 82.0%-13.5pp |
| Annual return | 14.60% | 188.75%-174.2pp | 151.07%-136.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,192 | $5,706-79.1% | $5,011-76.2% | $4,761-75.0% |
| Participant deferral / active EE | $1,956 | $5,954-67.1% | $5,202-62.4% | $5,982-67.3% |
| Admin fee / account holder | $375 | $17,074-97.8% | $13,984-97.3% | $11,246-96.7% |