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 | $32,750 | $96,484-66.1% | $156,263-79.0% | $74,304-55.9% |
| Participation rate | 32.3% | 67.7%-35.3pp | 78.9%-46.6pp | 60.3%-28.0pp |
| Annual return | 13.05% | 17.73%-4.7pp | 59.47%-46.4pp | 29.43%-16.4pp |
| Employer contribution / active EE | $876 | $2,528-65.3% | $4,333-79.8% | $2,241-60.9% |
| Participant deferral / active EE | $1,221 | $4,286-71.5% | $6,158-80.2% | $3,767-67.6% |
| Admin fee / account holder | $4,898 | $3,728+31.4% | $14,255-65.6% | $2,969+65.0% |