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 | $19,506 | $70,428-72.3% | $96,562-79.8% | $85,850-77.3% |
| Participation rate | 61.0% | 61.8%-0.8pp | 69.8%-8.8pp | 69.3%-8.3pp |
| Annual return | 18.44% | 18.59%-0.2pp | 37.78%-19.3pp | 318.53%-300.1pp |
| Employer contribution / active EE | $1,202 | $1,413-14.9% | $2,356-49.0% | $2,565-53.1% |
| Participant deferral / active EE | $1,030 | $2,894-64.4% | $3,849-73.2% | $3,952-73.9% |
| Admin fee / account holder | $470 | $4,997-90.6% | $6,181-92.4% | $6,260-92.5% |