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 | $30,284 | $82,978-63.5% | $129,995-76.7% | $71,457-57.6% |
| Participation rate | 53.6% | 74.1%-20.5pp | 78.5%-24.9pp | 67.9%-14.3pp |
| Annual return | 16.50% | 20.60%-4.1pp | -137.18%+153.7pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,077 | $2,622-58.9% | $4,320-75.1% | $2,588-58.4% |
| Participant deferral / active EE | $1,857 | $4,432-58.1% | $5,820-68.1% | $4,289-56.7% |
| Admin fee / account holder | $1,911 | $1,729+10.6% | $10,614-82.0% | $1,587+20.4% |