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 | $11,965 | $71,192-83.2% | $117,854-89.8% | $62,292-80.8% |
| Participation rate | 43.7% | 74.2%-30.6pp | 79.7%-36.0pp | 69.5%-25.9pp |
| Annual return | 20.05% | 18.66%+1.4pp | 335.08%-315.0pp | 28.90%-8.8pp |
| Employer contribution / active EE | $538 | $1,934-72.2% | $3,786-85.8% | $2,042-73.7% |
| Participant deferral / active EE | $773 | $3,189-75.7% | $4,482-82.7% | $3,169-75.6% |
| Admin fee / account holder | $1,248 | $587+112.4% | $8,020-84.4% | $479+160.3% |