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 | $6,248 | $64,348-90.3% | $90,160-93.1% | $70,131-91.1% |
| Participation rate | 50.0% | 70.4%-20.4pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 19.14% | 28.13%-9.0pp | 34.88%-15.7pp | 73.14%-54.0pp |
| Employer contribution / active EE | $799 | $2,046-61.0% | $3,318-75.9% | $2,342-65.9% |
| Participant deferral / active EE | $1,001 | $4,389-77.2% | $5,288-81.1% | $3,332-70.0% |
| Admin fee / account holder | $2,372 | $3,944-39.8% | $5,943-60.1% | $4,645-48.9% |