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 | $20,220 | $76,552-73.6% | $123,892-83.7% | $62,891-67.8% |
| Participation rate | 69.0% | 73.0%-3.9pp | 81.4%-12.4pp | 69.3%-0.3pp |
| Annual return | 12.98% | 18.68%-5.7pp | 47.52%-34.5pp | 20.14%-7.2pp |
| Employer contribution / active EE | $1,239 | $2,883-57.0% | $4,617-73.2% | $2,281-45.7% |
| Participant deferral / active EE | $1,770 | $4,840-63.4% | $5,984-70.4% | $3,203-44.8% |
| Admin fee / account holder | $354 | $4,826-92.7% | $8,357-95.8% | $4,296-91.8% |