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 | $8,070 | $72,492-88.9% | $87,100-90.7% | $72,985-88.9% |
| Participation rate | 59.3% | 72.8%-13.6pp | 76.9%-17.6pp | 69.5%-10.2pp |
| Annual return | 17.02% | 24.46%-7.4pp | 28.19%-11.2pp | 81.00%-64.0pp |
| Employer contribution / active EE | $866 | $1,894-54.3% | $2,521-65.6% | $2,440-64.5% |
| Participant deferral / active EE | $1,162 | $3,270-64.5% | $4,049-71.3% | $3,607-67.8% |
| Admin fee / account holder | $1,062 | $5,055-79.0% | $7,497-85.8% | $5,124-79.3% |