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 | $11,909 | $105,181-88.7% | $159,436-92.5% | $85,850-86.1% |
| Participation rate | 55.7% | 75.8%-20.0pp | 82.8%-27.1pp | 69.3%-13.6pp |
| Annual return | 20.70% | 45.07%-24.4pp | 263.57%-242.9pp | 318.53%-297.8pp |
| Employer contribution / active EE | $1,085 | $3,318-67.3% | $4,829-77.5% | $2,565-57.7% |
| Participant deferral / active EE | $1,822 | $5,945-69.4% | $7,352-75.2% | $3,952-53.9% |
| Admin fee / account holder | $900 | $6,933-87.0% | $10,799-91.7% | $6,260-85.6% |