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 | $11,608 | $56,484-79.4% | $169,463-93.2% | $64,186-81.9% |
| Participation rate | 22.6% | 64.5%-42.0pp | 77.8%-55.2pp | 69.6%-47.0pp |
| Annual return | 45.18% | -1.55%+46.7pp | 1.83%+43.3pp | 7.63%+37.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $783 | $3,448-77.3% | $5,277-85.2% | $3,470-77.4% |
| Admin fee / account holder | $531 | $4,174-87.3% | $9,109-94.2% | $4,888-89.1% |