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 | $13,185 | $176,812-92.5% | $146,665-91.0% | $167,490-92.1% |
| Participation rate | 64.7% | 83.6%-18.9pp | 80.1%-15.4pp | 82.1%-17.4pp |
| Annual return | 10.65% | 24.03%-13.4pp | 22.74%-12.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,021 | $6,440-84.1% | $5,506-81.5% | $6,341-83.9% |
| Admin fee / account holder | $1,618 | $13,259-87.8% | $10,280-84.3% | $12,309-86.9% |