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 | $7,651 | $98,750-92.3% | $149,696-94.9% | $79,858-90.4% |
| Participation rate | 28.6% | 75.8%-47.2pp | 82.5%-53.9pp | 69.6%-41.1pp |
| Annual return | 20.34% | 27.43%-7.1pp | 276.60%-256.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $3,455 | $3,216+7.4% | $4,644-25.6% | $2,471+39.8% |
| Participant deferral / active EE | $415 | $5,680-92.7% | $6,842-93.9% | $3,740-88.9% |
| Admin fee / account holder | $2,010 | $6,053-66.8% | $9,309-78.4% | $5,306-62.1% |