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 | $27,177 | $152,460-82.2% | $118,746-77.1% | $147,584-81.6% |
| Participation rate | 62.5% | 82.3%-19.8pp | 78.3%-15.8pp | 82.8%-20.3pp |
| Annual return | 19.95% | 17.41%+2.5pp | 24.54%-4.6pp | 578.55%-558.6pp |
| Employer contribution / active EE | $11,000 | $5,046+118.0% | $4,193+162.4% | $4,876+125.6% |
| Participant deferral / active EE | $1,622 | $6,212-73.9% | $5,332-69.6% | $5,439-70.2% |
| Admin fee / account holder | $1,175 | $16,953-93.1% | $10,720-89.0% | $10,885-89.2% |