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 | $14,141 | $117,381-88.0% | $99,443-85.8% | $152,861-90.7% |
| Participation rate | 27.8% | 77.5%-49.8pp | 73.8%-46.1pp | 82.4%-54.7pp |
| Annual return | 25.51% | 31.87%-6.4pp | 30.72%-5.2pp | 345.32%-319.8pp |
| Employer contribution / active EE | $296 | $3,013-90.2% | $2,540-88.3% | $4,762-93.8% |
| Participant deferral / active EE | $634 | $4,086-84.5% | $3,619-82.5% | $5,850-89.2% |
| Admin fee / account holder | $793 | $7,631-89.6% | $6,250-87.3% | $11,596-93.2% |