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 | $12,886 | $83,477-84.6% | $125,175-89.7% | $72,985-82.3% |
| Participation rate | 38.1% | 73.3%-35.2pp | 79.8%-41.7pp | 69.5%-31.4pp |
| Annual return | 24.24% | 25.78%-1.5pp | 43.79%-19.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $609 | $2,345-74.0% | $3,865-84.2% | $2,440-75.0% |
| Participant deferral / active EE | $916 | $3,585-74.5% | $4,937-81.4% | $3,607-74.6% |
| Admin fee / account holder | $598 | $5,517-89.2% | $9,702-93.8% | $5,124-88.3% |