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 | $8,996 | $78,705-88.6% | $117,854-92.4% | $70,131-87.2% |
| Participation rate | 65.6% | 73.2%-7.6pp | 79.7%-14.0pp | 69.5%-3.9pp |
| Annual return | 18.64% | 23.30%-4.7pp | 335.08%-316.4pp | 73.14%-54.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,418 | $3,297-57.0% | $4,482-68.4% | $3,332-57.4% |
| Admin fee / account holder | $2,174 | $5,065-57.1% | $8,020-72.9% | $4,645-53.2% |