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 | $17,560 | $76,552-77.1% | $123,892-85.8% | $62,891-72.1% |
| Participation rate | 53.2% | 73.0%-19.8pp | 81.4%-28.2pp | 69.3%-16.1pp |
| Annual return | 7.27% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $750 | $2,883-74.0% | $4,617-83.7% | $2,281-67.1% |
| Participant deferral / active EE | $1,542 | $4,840-68.1% | $5,984-74.2% | $3,203-51.9% |
| Admin fee / account holder | $2,203 | $4,826-54.4% | $8,357-73.6% | $4,296-48.7% |