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 | $7,220 | $125,758-94.3% | $169,993-95.8% | $75,163-90.4% |
| Participation rate | 67.6% | 83.6%-15.9pp | 87.0%-19.4pp | 67.2%+0.5pp |
| Annual return | 17.63% | 27.20%-9.6pp | 53.37%-35.7pp | 160.62%-143.0pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,110 | $6,837-83.8% | $10,408-89.3% | $4,125-73.1% |
| Admin fee / account holder | $643 | $8,173-92.1% | $12,815-95.0% | $5,651-88.6% |