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 | $30,908 | $76,050-59.4% | $96,544-68.0% | $71,457-56.7% |
| Participation rate | 37.9% | 74.4%-36.5pp | 76.0%-38.0pp | 67.9%-30.0pp |
| Annual return | 14.36% | 22.81%-8.4pp | 25.84%-11.5pp | 28.85%-14.5pp |
| Employer contribution / active EE | $987 | $2,244-56.0% | $2,965-66.7% | $2,588-61.9% |
| Participant deferral / active EE | $1,665 | $4,215-60.5% | $4,851-65.7% | $4,289-61.2% |
| Admin fee / account holder | $2,505 | $2,707-7.5% | $8,252-69.6% | $1,587+57.8% |