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 | $18,272 | $58,512-68.8% | $84,015-78.3% | $72,985-75.0% |
| Participation rate | 20.6% | 61.2%-40.6pp | 69.0%-48.4pp | 69.5%-48.9pp |
| Annual return | 19.77% | 28.93%-9.2pp | 71.31%-51.5pp | 81.00%-61.2pp |
| Employer contribution / active EE | $254 | $1,163-78.2% | $1,983-87.2% | $2,440-89.6% |
| Participant deferral / active EE | $834 | $2,394-65.2% | $3,239-74.2% | $3,607-76.9% |
| Admin fee / account holder | $688 | $4,569-84.9% | $6,101-88.7% | $5,124-86.6% |