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 | $28,086 | $78,705-64.3% | $117,854-76.2% | $70,131-60.0% |
| Participation rate | 54.0% | 73.2%-19.2pp | 79.7%-25.7pp | 69.5%-15.5pp |
| Annual return | 15.24% | 23.30%-8.1pp | 335.08%-319.8pp | 73.14%-57.9pp |
| Employer contribution / active EE | $594 | $2,223-73.3% | $3,786-84.3% | $2,342-74.6% |
| Participant deferral / active EE | $1,490 | $3,297-54.8% | $4,482-66.8% | $3,332-55.3% |
| Admin fee / account holder | $1,322 | $5,065-73.9% | $8,020-83.5% | $4,645-71.5% |