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 | $26,127 | $153,772-83.0% | $133,980-80.5% | $273,961-90.5% |
| Participation rate | 17.4% | 88.4%-71.0pp | 87.1%-69.7pp | 83.0%-65.6pp |
| Annual return | 14.55% | 36.51%-22.0pp | 29.30%-14.7pp | 41.45%-26.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,353 | $6,958-80.6% | $6,282-78.5% | $5,287-74.4% |
| Admin fee / account holder | $5,219 | $11,765-55.6% | $9,324-44.0% | $10,132-48.5% |