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 | $16,407 | $98,750-83.4% | $149,696-89.0% | $79,858-79.5% |
| Participation rate | 65.8% | 75.8%-10.0pp | 82.5%-16.7pp | 69.6%-3.8pp |
| Annual return | 16.71% | 27.43%-10.7pp | 276.60%-259.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,017 | $3,216-68.4% | $4,644-78.1% | $2,471-58.8% |
| Participant deferral / active EE | $1,892 | $5,680-66.7% | $6,842-72.3% | $3,740-49.4% |
| Admin fee / account holder | $3,786 | $6,053-37.4% | $9,309-59.3% | $5,306-28.6% |