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 | $11,544 | $69,515-83.4% | $86,874-86.7% | $85,850-86.6% |
| Participation rate | 45.9% | 66.3%-20.4pp | 71.6%-25.7pp | 69.3%-23.4pp |
| Annual return | 16.99% | 20.12%-3.1pp | 63.52%-46.5pp | 318.53%-301.5pp |
| Employer contribution / active EE | $522 | $1,880-72.2% | $2,495-79.1% | $2,565-79.6% |
| Participant deferral / active EE | $612 | $2,919-79.0% | $3,699-83.5% | $3,952-84.5% |
| Admin fee / account holder | $343 | $5,972-94.3% | $5,828-94.1% | $6,260-94.5% |