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 | $14,456 | $89,652-83.9% | $141,162-89.8% | $65,185-77.8% |
| Participation rate | 53.4% | 74.7%-21.3pp | 82.5%-29.1pp | 70.2%-16.8pp |
| Annual return | 33.31% | 32.79%+0.5pp | 71.39%-38.1pp | 29.38%+3.9pp |
| Employer contribution / active EE | $1,057 | $3,065-65.5% | $4,735-77.7% | $2,177-51.5% |
| Participant deferral / active EE | $1,891 | $5,691-66.8% | $6,709-71.8% | $3,514-46.2% |
| Admin fee / account holder | $1,098 | $569+93.0% | $10,261-89.3% | $847+29.6% |