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 | $23,983 | $81,208-70.5% | $98,907-75.8% | $79,858-70.0% |
| Participation rate | 54.0% | 72.5%-18.5pp | 76.0%-22.0pp | 69.6%-15.6pp |
| Annual return | 20.38% | 60.99%-40.6pp | 196.43%-176.1pp | 31.71%-11.3pp |
| Employer contribution / active EE | $715 | $1,960-63.5% | $2,689-73.4% | $2,471-71.1% |
| Participant deferral / active EE | $1,100 | $3,265-66.3% | $4,244-74.1% | $3,740-70.6% |
| Admin fee / account holder | $535 | $6,013-91.1% | $6,642-91.9% | $5,306-89.9% |