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 | $13,066 | $81,208-83.9% | $98,907-86.8% | $79,858-83.6% |
| Participation rate | 39.5% | 72.5%-33.0pp | 76.0%-36.5pp | 69.6%-30.1pp |
| Annual return | 18.50% | 60.99%-42.5pp | 196.43%-177.9pp | 31.71%-13.2pp |
| Employer contribution / active EE | $782 | $1,960-60.1% | $2,689-70.9% | $2,471-68.4% |
| Participant deferral / active EE | $1,298 | $3,265-60.2% | $4,244-69.4% | $3,740-65.3% |
| Admin fee / account holder | $3,284 | $6,013-45.4% | $6,642-50.6% | $5,306-38.1% |