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 | $24,557 | $95,803-74.4% | $113,168-78.3% | $84,808-71.0% |
| Participation rate | 63.2% | 72.9%-9.7pp | 76.6%-13.4pp | 68.3%-5.2pp |
| Annual return | 17.34% | 25.00%-7.7pp | 24.27%-6.9pp | 40.90%-23.6pp |
| Employer contribution / active EE | $930 | $2,360-60.6% | $2,975-68.7% | $2,631-64.6% |
| Participant deferral / active EE | $1,916 | $4,242-54.8% | $5,107-62.5% | $4,212-54.5% |
| Admin fee / account holder | $1,617 | $8,989-82.0% | $12,068-86.6% | $7,344-78.0% |