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 | $15,708 | $73,884-78.7% | $95,952-83.6% | - |
| Participation rate | 45.5% | 80.0%-34.5pp | 77.1%-31.6pp | - |
| Annual return | 24.71% | 11.13%+13.6pp | 91.61%-66.9pp | - |
| Employer contribution / active EE | $1,139 | $1,782-36.1% | $2,541-55.2% | - |
| Participant deferral / active EE | $2,065 | $3,914-47.2% | $4,167-50.4% | - |
| Admin fee / account holder | $1,380 | $4,316-68.0% | $6,795-79.7% | - |