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 | $15,438 | $76,552-79.8% | $123,892-87.5% | $62,891-75.5% |
| Participation rate | 57.4% | 73.0%-15.5pp | 81.4%-24.0pp | 69.3%-11.9pp |
| Annual return | 14.79% | 18.68%-3.9pp | 47.52%-32.7pp | 20.14%-5.4pp |
| Employer contribution / active EE | $856 | $2,883-70.3% | $4,617-81.5% | $2,281-62.5% |
| Participant deferral / active EE | $1,697 | $4,840-64.9% | $5,984-71.6% | $3,203-47.0% |
| Admin fee / account holder | $1,118 | $4,826-76.8% | $8,357-86.6% | $4,296-74.0% |