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 | $18,833 | $88,707-78.8% | $74,183-74.6% | $273,961-93.1% |
| Participation rate | 55.6% | 79.4%-23.9pp | 76.6%-21.1pp | 83.0%-27.5pp |
| Annual return | 6.80% | 11.94%-5.1pp | 17.74%-10.9pp | 41.45%-34.7pp |
| Employer contribution / active EE | $790 | $3,159-75.0% | $2,370-66.7% | $4,869-83.8% |
| Participant deferral / active EE | $964 | $4,212-77.1% | $3,550-72.8% | $5,287-81.8% |
| Admin fee / account holder | $1,798 | $8,717-79.4% | $5,586-67.8% | $10,132-82.3% |