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 | $10,112 | $85,766-88.2% | $136,294-92.6% | $70,131-85.6% |
| Participation rate | 20.4% | 74.2%-53.7pp | 81.9%-61.5pp | 69.5%-49.1pp |
| Annual return | 25.45% | 31.45%-6.0pp | 5155.94%-5130.5pp | 73.14%-47.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $554 | $5,051-89.0% | $6,247-91.1% | $3,332-83.4% |
| Admin fee / account holder | $1,082 | $5,420-80.0% | $9,243-88.3% | $4,645-76.7% |