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 | $10,335 | $65,561-84.2% | $86,188-88.0% | $75,163-86.2% |
| Participation rate | 40.7% | 60.5%-19.8pp | 69.0%-28.3pp | 67.2%-26.5pp |
| Annual return | 16.41% | 46.05%-29.6pp | 1168.45%-1152.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $816 | $1,553-47.5% | $2,380-65.7% | $2,670-69.5% |
| Participant deferral / active EE | $847 | $3,024-72.0% | $3,985-78.8% | $4,125-79.5% |
| Admin fee / account holder | $431 | $5,474-92.1% | $6,852-93.7% | $5,651-92.4% |