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 | $5,156 | $63,764-91.9% | $81,930-93.7% | $79,858-93.5% |
| Participation rate | 68.0% | 67.5%+0.5pp | 72.0%-4.0pp | 69.6%-1.6pp |
| Annual return | 16.39% | 22.66%-6.3pp | 29.49%-13.1pp | 31.71%-15.3pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $626 | $2,780-77.5% | $7,107-91.2% | $3,740-83.3% |
| Admin fee / account holder | $975 | $4,426-78.0% | $5,158-81.1% | $5,306-81.6% |