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 | $10,814 | $83,477-87.0% | $125,175-91.4% | $72,985-85.2% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.5%-9.5pp |
| Annual return | 23.15% | 25.78%-2.6pp | 43.79%-20.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $614 | $2,345-73.8% | $3,865-84.1% | $2,440-74.8% |
| Participant deferral / active EE | $1,481 | $3,585-58.7% | $4,937-70.0% | $3,607-59.0% |
| Admin fee / account holder | $496 | $5,517-91.0% | $9,702-94.9% | $5,124-90.3% |