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 | $18,365 | $54,541-66.3% | $78,778-76.7% | $70,131-73.8% |
| Participation rate | 44.2% | 60.8%-16.6pp | 69.2%-25.0pp | 69.5%-25.4pp |
| Annual return | 23.01% | 21.07%+1.9pp | 35.62%-12.6pp | 73.14%-50.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $574 | $2,210-74.0% | $2,958-80.6% | $3,332-82.8% |
| Admin fee / account holder | $1,873 | $3,709-49.5% | $5,134-63.5% | $4,645-59.7% |