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 | $5,780 | $49,280-88.3% | $67,313-91.4% | $64,186-91.0% |
| Participation rate | 24.3% | 60.8%-36.5pp | 69.1%-44.8pp | 69.6%-45.2pp |
| Annual return | -3.01% | -1.39%-1.6pp | -4.08%+1.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $857 | $2,484-65.5% | $3,568-76.0% | $3,470-75.3% |
| Admin fee / account holder | $505 | $3,863-86.9% | $4,507-88.8% | $4,888-89.7% |