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 | $31,112 | $198,466-84.3% | $170,442-81.7% | $147,584-78.9% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 17.59% | 257.29%-239.7pp | 205.93%-188.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,493 | $6,184-75.8% | $5,433-72.5% | $4,876-69.4% |
| Participant deferral / active EE | $1,925 | $5,629-65.8% | $4,939-61.0% | $5,439-64.6% |
| Admin fee / account holder | $4,165 | $16,852-75.3% | $13,880-70.0% | $10,885-61.7% |