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 | $6,077 | $80,673-92.5% | $101,326-94.0% | $84,808-92.8% |
| Participation rate | 29.6% | 77.8%-48.2pp | 81.5%-51.9pp | 68.3%-38.7pp |
| Annual return | 17.33% | 38.95%-21.6pp | 36.82%-19.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,550 | $6,840-77.3% | $7,994-80.6% | $4,212-63.2% |
| Admin fee / account holder | $370 | $12,784-97.1% | $11,185-96.7% | $7,344-95.0% |