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 | $12,645 | $85,766-85.3% | $136,294-90.7% | $70,131-82.0% |
| Participation rate | 31.0% | 74.2%-43.1pp | 81.9%-50.9pp | 69.5%-38.5pp |
| Annual return | 18.99% | 31.45%-12.5pp | 5155.94%-5136.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $964 | $2,966-67.5% | $4,695-79.5% | $2,342-58.9% |
| Participant deferral / active EE | $1,920 | $5,051-62.0% | $6,247-69.3% | $3,332-42.4% |
| Admin fee / account holder | $1,596 | $5,420-70.6% | $9,243-82.7% | $4,645-65.6% |