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 | $21,782 | $67,411-67.7% | $91,001-76.1% | $70,131-68.9% |
| Participation rate | 35.7% | 71.4%-35.7pp | 75.6%-39.9pp | 69.5%-33.8pp |
| Annual return | 18.86% | -40.16%+59.0pp | 4.60%+14.3pp | 73.14%-54.3pp |
| Employer contribution / active EE | $619 | $1,786-65.3% | $2,456-74.8% | $2,342-73.6% |
| Participant deferral / active EE | $1,076 | $2,823-61.9% | $3,547-69.7% | $3,332-67.7% |
| Admin fee / account holder | $2,149 | $4,236-49.3% | $5,417-60.3% | $4,645-53.7% |