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 | $16,836 | $80,968-79.2% | $96,544-82.6% | $75,163-77.6% |
| Participation rate | 31.9% | 71.8%-39.9pp | 76.0%-44.1pp | 67.2%-35.3pp |
| Annual return | 17.28% | 27.06%-9.8pp | 25.84%-8.6pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,295 | $2,282-43.2% | $2,965-56.3% | $2,670-51.5% |
| Participant deferral / active EE | $1,667 | $3,928-57.6% | $4,851-65.6% | $4,125-59.6% |
| Admin fee / account holder | $2,975 | $6,724-55.8% | $8,252-63.9% | $5,651-47.4% |