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 | $23,955 | $79,171-69.7% | $102,423-76.6% | $74,495-67.8% |
| Participation rate | 49.2% | 74.8%-25.6pp | 76.5%-27.3pp | 67.2%-18.0pp |
| Annual return | 18.46% | 54.93%-36.5pp | 29.32%-10.9pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $1,621 | $2,362-31.4% | $3,023-46.4% | $2,623-38.2% |
| Participant deferral / active EE | $2,065 | $4,415-53.2% | $5,053-59.1% | $4,346-52.5% |
| Admin fee / account holder | $3,128 | $2,001+56.4% | $9,451-66.9% | $1,942+61.1% |