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 | $16,600 | $48,364-65.7% | $71,796-76.9% | $62,891-73.6% |
| Participation rate | 21.3% | 60.6%-39.3pp | 69.1%-47.8pp | 69.3%-48.0pp |
| Annual return | 7.21% | 13.16%-5.9pp | 78.04%-70.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $343 | $1,042-67.1% | $1,924-82.2% | $2,281-85.0% |
| Participant deferral / active EE | $544 | $2,091-74.0% | $2,794-80.5% | $3,203-83.0% |
| Admin fee / account holder | $337 | $3,771-91.1% | $4,815-93.0% | $4,296-92.2% |