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 | $16,649 | $62,586-73.4% | $76,768-78.3% | $64,186-74.1% |
| Participation rate | 28.0% | 72.8%-44.8pp | 77.0%-49.0pp | 69.6%-41.6pp |
| Annual return | -3.83% | -1.95%-1.9pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $679 | $1,832-62.9% | $2,485-72.7% | $2,381-71.5% |
| Participant deferral / active EE | $839 | $3,145-73.3% | $3,852-78.2% | $3,470-75.8% |
| Admin fee / account holder | $2,559 | $4,667-45.2% | $6,675-61.7% | $4,888-47.6% |