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 | $40,269 | $122,584-67.1% | $101,794-60.4% | - |
| Participation rate | 32.3% | 55.7%-23.4pp | 69.2%-36.9pp | - |
| Annual return | 17.69% | 12.44%+5.2pp | 30.53%-12.8pp | - |
| Employer contribution / active EE | $622 | $779-20.1% | $2,289-72.8% | - |
| Participant deferral / active EE | $1,050 | $2,994-64.9% | $4,084-74.3% | - |
| Admin fee / account holder | $2,287 | $4,622-50.5% | $8,777-73.9% | - |