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 | $13,328 | $48,364-72.4% | $71,796-81.4% | $62,891-78.8% |
| Participation rate | 42.3% | 60.6%-18.3pp | 69.1%-26.8pp | 69.3%-27.0pp |
| Annual return | 27.82% | 13.16%+14.7pp | 78.04%-50.2pp | 20.14%+7.7pp |
| Employer contribution / active EE | $544 | $1,042-47.8% | $1,924-71.7% | $2,281-76.2% |
| Participant deferral / active EE | $739 | $2,091-64.6% | $2,794-73.5% | $3,203-76.9% |
| Admin fee / account holder | $1,319 | $3,771-65.0% | $4,815-72.6% | $4,296-69.3% |