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 | $14,257 | $65,041-78.1% | $90,951-84.3% | $79,858-82.1% |
| Participation rate | 46.2% | 61.6%-15.4pp | 69.0%-22.8pp | 69.6%-23.4pp |
| Annual return | 12.60% | 30.45%-17.9pp | 134.60%-122.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $287 | $1,247-77.0% | $2,122-86.5% | $2,471-88.4% |
| Participant deferral / active EE | $689 | $2,512-72.6% | $3,373-79.6% | $3,740-81.6% |
| Admin fee / account holder | $971 | $4,536-78.6% | $5,959-83.7% | $5,306-81.7% |