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 | $28,729 | $86,929-67.0% | $102,423-72.0% | $80,856-64.5% |
| Participation rate | 37.9% | 72.4%-34.4pp | 76.5%-38.6pp | 67.6%-29.7pp |
| Annual return | 11.84% | 18.88%-7.0pp | 29.32%-17.5pp | 35.59%-23.8pp |
| Employer contribution / active EE | $798 | $2,369-66.3% | $3,023-73.6% | $2,755-71.0% |
| Participant deferral / active EE | $1,169 | $4,118-71.6% | $5,053-76.9% | $4,296-72.8% |
| Admin fee / account holder | $386 | $8,049-95.2% | $9,451-95.9% | $6,918-94.4% |