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 | $13,798 | $59,107-76.7% | $86,436-84.0% | $68,494-79.9% |
| Participation rate | 47.1% | 75.2%-28.2pp | 80.3%-33.3pp | 67.9%-20.8pp |
| Annual return | -12.67% | -0.23%-12.4pp | 4394.89%-4407.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $1,085 | $2,519-56.9% | $3,769-71.2% | $2,596-58.2% |
| Participant deferral / active EE | $1,563 | $5,901-73.5% | $6,952-77.5% | $4,027-61.2% |
| Admin fee / account holder | $1,523 | $5,637-73.0% | $6,731-77.4% | $5,403-71.8% |