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 | $5,532 | $58,523-90.5% | $99,443-94.4% | $72,985-92.4% |
| Participation rate | 61.5% | 64.6%-3.1pp | 73.8%-12.3pp | 69.5%-7.9pp |
| Annual return | 20.27% | 28.51%-8.2pp | 30.72%-10.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $368 | $1,512-75.6% | $2,540-85.5% | $2,440-84.9% |
| Participant deferral / active EE | $792 | $2,606-69.6% | $3,619-78.1% | $3,607-78.0% |
| Admin fee / account holder | $3,216 | $4,102-21.6% | $6,250-48.5% | $5,124-37.2% |