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 | $17,597 | $71,050-75.2% | $93,606-81.2% | $80,856-78.2% |
| Participation rate | 63.5% | 60.4%+3.1pp | 68.7%-5.2pp | 67.6%-4.1pp |
| Annual return | 16.05% | 11.26%+4.8pp | 133.20%-117.1pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,269 | $1,564+45.1% | $2,420-6.2% | $2,755-17.6% |
| Participant deferral / active EE | $388 | $4,034-90.4% | $4,411-91.2% | $4,296-91.0% |
| Admin fee / account holder | $1,988 | $6,945-71.4% | $8,285-76.0% | $6,918-71.3% |