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 | $16,064 | $127,065-87.4% | $113,168-85.8% | $142,382-88.7% |
| Participation rate | 60.0% | 79.2%-19.2pp | 76.6%-16.6pp | 80.1%-20.1pp |
| Annual return | 18.03% | 24.03%-6.0pp | 24.27%-6.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,282 | $3,442-62.8% | $2,975-56.9% | $4,299-70.2% |
| Participant deferral / active EE | $1,562 | $5,716-72.7% | $5,107-69.4% | $6,507-76.0% |
| Admin fee / account holder | $461 | $15,736-97.1% | $12,068-96.2% | $12,624-96.3% |