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 | $23,703 | $63,299-62.6% | $91,001-74.0% | $62,292-61.9% |
| Participation rate | 27.8% | 73.3%-45.5pp | 75.6%-47.8pp | 69.5%-41.7pp |
| Annual return | 23.71% | 20.99%+2.7pp | 4.60%+19.1pp | 28.90%-5.2pp |
| Employer contribution / active EE | $663 | $1,807-63.3% | $2,456-73.0% | $2,042-67.5% |
| Participant deferral / active EE | $1,316 | $2,943-55.3% | $3,547-62.9% | $3,169-58.5% |
| Admin fee / account holder | $562 | $468+20.2% | $5,417-89.6% | $479+17.3% |