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 | $16,789 | $83,477-79.9% | $125,175-86.6% | $72,985-77.0% |
| Participation rate | 42.3% | 73.3%-31.0pp | 79.8%-37.5pp | 69.5%-27.2pp |
| Annual return | 24.88% | 25.78%-0.9pp | 43.79%-18.9pp | 81.00%-56.1pp |
| Employer contribution / active EE | $785 | $2,345-66.5% | $3,865-79.7% | $2,440-67.8% |
| Participant deferral / active EE | $1,133 | $3,585-68.4% | $4,937-77.1% | $3,607-68.6% |
| Admin fee / account holder | $807 | $5,517-85.4% | $9,702-91.7% | $5,124-84.3% |