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 | $20,114 | $103,376-80.5% | $87,100-76.9% | $152,861-86.8% |
| Participation rate | 55.6% | 79.3%-23.8pp | 76.9%-21.3pp | 82.4%-26.9pp |
| Annual return | 10.88% | 28.10%-17.2pp | 28.19%-17.3pp | 345.32%-334.4pp |
| Employer contribution / active EE | $1,156 | $3,220-64.1% | $2,521-54.1% | $4,762-75.7% |
| Participant deferral / active EE | $1,224 | $4,778-74.4% | $4,049-69.8% | $5,850-79.1% |
| Admin fee / account holder | $3,425 | $12,205-71.9% | $7,497-54.3% | $11,596-70.5% |