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 | $7,178 | $78,422-90.8% | $95,952-92.5% | $79,858-91.0% |
| Participation rate | 59.6% | 73.5%-13.9pp | 77.1%-17.5pp | 69.6%-10.0pp |
| Annual return | 12.38% | 19.37%-7.0pp | 91.61%-79.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $553 | $1,945-71.6% | $2,541-78.2% | $2,471-77.6% |
| Participant deferral / active EE | $620 | $3,440-82.0% | $4,167-85.1% | $3,740-83.4% |
| Admin fee / account holder | $861 | $5,622-84.7% | $6,795-87.3% | $5,306-83.8% |