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 | $15,291 | $70,983-78.5% | $78,778-80.6% | - |
| Participation rate | 64.6% | 57.2%+7.4pp | 69.2%-4.5pp | - |
| Annual return | 17.85% | 9.28%+8.6pp | 35.62%-17.8pp | - |
| Employer contribution / active EE | $958 | $665+44.0% | $1,986-51.7% | - |
| Participant deferral / active EE | $1,461 | $2,053-28.8% | $2,958-50.6% | - |
| Admin fee / account holder | $1,086 | $4,432-75.5% | $5,134-78.8% | - |