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 | $11,592 | $78,422-85.2% | $95,952-87.9% | $79,858-85.5% |
| Participation rate | 30.0% | 73.5%-43.5pp | 77.1%-47.1pp | 69.6%-39.6pp |
| Annual return | 42.83% | 19.37%+23.5pp | 91.61%-48.8pp | 31.71%+11.1pp |
| Employer contribution / active EE | $2,305 | $1,945+18.5% | $2,541-9.3% | $2,471-6.7% |
| Participant deferral / active EE | $843 | $3,440-75.5% | $4,167-79.8% | $3,740-77.4% |
| Admin fee / account holder | $1,283 | $5,622-77.2% | $6,795-81.1% | $5,306-75.8% |