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 | $17,272 | $54,541-68.3% | $78,778-78.1% | $70,131-75.4% |
| Participation rate | 17.6% | 60.8%-43.2pp | 69.2%-51.5pp | 69.5%-51.9pp |
| Annual return | 18.75% | 21.07%-2.3pp | 35.62%-16.9pp | 73.14%-54.4pp |
| Employer contribution / active EE | $202 | $1,089-81.5% | $1,986-89.8% | $2,342-91.4% |
| Participant deferral / active EE | $367 | $2,210-83.4% | $2,958-87.6% | $3,332-89.0% |
| Admin fee / account holder | $3,794 | $3,709+2.3% | $5,134-26.1% | $4,645-18.3% |