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 | $64,890-64.8% | $134,172-83.0% | $67,986-66.4% |
| Participation rate | 25.3% | 48.5%-23.3pp | 72.5%-47.2pp | 57.2%-31.9pp |
| Annual return | 12.53% | 16.12%-3.6pp | 25.30%-12.8pp | 31.67%-19.1pp |
| Employer contribution / active EE | $494 | $1,360-63.7% | $3,420-85.6% | $2,019-75.6% |
| Participant deferral / active EE | $729 | $2,289-68.1% | $4,690-84.4% | $3,358-78.3% |
| Admin fee / account holder | $1,409 | $3,140-55.1% | $12,016-88.3% | $3,203-56.0% |