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 | $76,050-67.7% | $96,544-74.6% | $71,457-65.6% |
| Participation rate | 44.3% | 74.4%-30.1pp | 76.0%-31.7pp | 67.9%-23.7pp |
| Annual return | 18.82% | 22.81%-4.0pp | 25.84%-7.0pp | 28.85%-10.0pp |
| Employer contribution / active EE | $1,235 | $2,244-45.0% | $2,965-58.4% | $2,588-52.3% |
| Participant deferral / active EE | $1,924 | $4,215-54.3% | $4,851-60.3% | $4,289-55.1% |
| Admin fee / account holder | $1,461 | $2,707-46.0% | $8,252-82.3% | $1,587-8.0% |