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 | $11,778 | $99,341-88.1% | $84,750-86.1% | $273,961-95.7% |
| Participation rate | 53.3% | 80.7%-27.4pp | 76.6%-23.3pp | 83.0%-29.7pp |
| Annual return | 4.63% | 22.93%-18.3pp | 22.78%-18.2pp | 41.45%-36.8pp |
| Employer contribution / active EE | $5,922 | $4,214+40.5% | $3,574+65.7% | $4,869+21.6% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,628 | $6,644-30.3% | $5,332-13.2% | $10,132-54.3% |