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 | $8,111 | $55,706-85.4% | $75,886-89.3% | $72,985-88.9% |
| Participation rate | 30.5% | 61.1%-30.6pp | 69.3%-38.8pp | 69.5%-39.0pp |
| Annual return | 21.38% | 27.59%-6.2pp | 30.76%-9.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $358 | $1,687-78.8% | $2,500-85.7% | $2,440-85.3% |
| Participant deferral / active EE | $482 | $2,634-81.7% | $3,603-86.6% | $3,607-86.6% |
| Admin fee / account holder | $529 | $3,978-86.7% | $5,418-90.2% | $5,124-89.7% |