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 | $16,616 | $76,367-78.2% | $93,606-82.2% | $72,985-77.2% |
| Participation rate | 47.9% | 71.7%-23.8pp | 75.8%-27.9pp | 69.5%-21.5pp |
| Annual return | 24.28% | 25.82%-1.5pp | 32.76%-8.5pp | 81.00%-56.7pp |
| Employer contribution / active EE | $477 | $2,275-79.0% | $2,718-82.4% | $2,440-80.4% |
| Participant deferral / active EE | $1,033 | $3,538-70.8% | $4,069-74.6% | $3,607-71.4% |
| Admin fee / account holder | $363 | $6,838-94.7% | $7,888-95.4% | $5,124-92.9% |