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 | $19,001 | $71,883-73.6% | $86,677-78.1% | $68,494-72.3% |
| Participation rate | 35.5% | 72.2%-36.8pp | 76.6%-41.1pp | 67.9%-32.4pp |
| Annual return | -18.56% | 3.52%-22.1pp | 35.91%-54.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,299 | $2,173-40.2% | $2,836-54.2% | $2,596-50.0% |
| Participant deferral / active EE | $1,583 | $3,779-58.1% | $4,656-66.0% | $4,027-60.7% |
| Admin fee / account holder | $5,052 | $6,112-17.3% | $7,493-32.6% | $5,403-6.5% |