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 | $11,863 | $65,365-81.9% | $92,893-87.2% | $72,985-83.7% |
| Participation rate | 30.2% | 68.3%-38.2pp | 76.0%-45.8pp | 69.5%-39.3pp |
| Annual return | 16.55% | 42.10%-25.6pp | 109.41%-92.9pp | 81.00%-64.5pp |
| Employer contribution / active EE | $901 | $2,594-65.3% | $3,653-75.3% | $2,440-63.1% |
| Participant deferral / active EE | $643 | $3,128-79.4% | $4,236-84.8% | $3,607-82.2% |
| Admin fee / account holder | $2,322 | $4,251-45.4% | $5,794-59.9% | $5,124-54.7% |