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 | $13,571 | $82,664-83.6% | $125,339-89.2% | $68,494-80.2% |
| Participation rate | 67.4% | 75.0%-7.6pp | 82.4%-14.9pp | 67.9%-0.4pp |
| Annual return | -17.48% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $788 | $3,381-76.7% | $4,814-83.6% | $2,596-69.6% |
| Participant deferral / active EE | $1,369 | $6,110-77.6% | $7,446-81.6% | $4,027-66.0% |
| Admin fee / account holder | $317 | $6,275-94.9% | $10,010-96.8% | $5,403-94.1% |