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 | $21,767 | $89,355-75.6% | $141,162-84.6% | $72,985-70.2% |
| Participation rate | 39.0% | 75.1%-36.1pp | 82.5%-43.5pp | 69.5%-30.5pp |
| Annual return | 19.30% | 111.85%-92.5pp | 71.39%-52.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $713 | $3,114-77.1% | $4,735-84.9% | $2,440-70.8% |
| Participant deferral / active EE | $1,441 | $5,418-73.4% | $6,709-78.5% | $3,607-60.0% |
| Admin fee / account holder | $2,506 | $5,958-57.9% | $10,261-75.6% | $5,124-51.1% |