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 | $22,825 | $68,914-66.9% | $136,749-83.3% | $74,304-69.3% |
| Participation rate | 25.3% | 51.3%-26.1pp | 72.1%-46.9pp | 60.3%-35.1pp |
| Annual return | 12.53% | 16.34%-3.8pp | 24.33%-11.8pp | 29.43%-16.9pp |
| Employer contribution / active EE | $494 | $1,561-68.4% | $3,400-85.5% | $2,241-78.0% |
| Participant deferral / active EE | $729 | $2,541-71.3% | $4,692-84.5% | $3,767-80.6% |
| Admin fee / account holder | $1,409 | $3,149-55.3% | $11,386-87.6% | $2,969-52.5% |