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 | $7,779 | $47,944-83.8% | $67,834-88.5% | $62,891-87.6% |
| Participation rate | 31.3% | 61.1%-29.8pp | 68.8%-37.5pp | 69.3%-38.1pp |
| Annual return | 10.25% | 11.77%-1.5pp | 138.47%-128.2pp | 20.14%-9.9pp |
| Employer contribution / active EE | $264 | $1,562-83.1% | $2,403-89.0% | $2,281-88.4% |
| Participant deferral / active EE | $542 | $2,247-75.9% | $3,160-82.8% | $3,203-83.1% |
| Admin fee / account holder | $549 | $3,712-85.2% | $4,622-88.1% | $4,296-87.2% |