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 | $21,828 | $232,540-90.6% | $185,117-88.2% | $147,584-85.2% |
| Participation rate | 69.2% | 82.4%-13.1pp | 77.3%-8.0pp | 82.8%-13.6pp |
| Annual return | 12.61% | 43.03%-30.4pp | 40.50%-27.9pp | 578.55%-565.9pp |
| Employer contribution / active EE | $4,227 | $5,195-18.6% | $4,182+1.1% | $4,876-13.3% |
| Participant deferral / active EE | $384 | $5,834-93.4% | $5,045-92.4% | $5,439-92.9% |
| Admin fee / account holder | $2,101 | $10,275-79.5% | $8,159-74.2% | $10,885-80.7% |