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 | $81,194 | $369,484-78.0% | $303,047-73.2% | $357,791-77.3% |
| Participation rate | 40.9% | 90.0%-49.1pp | 87.1%-46.2pp | 85.6%-44.7pp |
| Annual return | 14.77% | 0.42%+14.4pp | 2.47%+12.3pp | 396.79%-382.0pp |
| Employer contribution / active EE | $0 | $9,025-100.0% | $7,418-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $782 | $5,439-85.6% | $5,070-84.6% | $5,521-85.8% |
| Admin fee / account holder | $476 | $49,137-99.0% | $39,333-98.8% | $28,387-98.3% |