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 | $7,947 | $74,927-89.4% | $101,794-92.2% | $84,808-90.6% |
| Participation rate | 68.9% | 61.4%+7.5pp | 69.2%-0.3pp | 68.3%+0.6pp |
| Annual return | 16.44% | 18.70%-2.3pp | 30.53%-14.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $398 | $1,522-73.8% | $2,289-82.6% | $2,631-84.9% |
| Participant deferral / active EE | $694 | $3,099-77.6% | $4,084-83.0% | $4,212-83.5% |
| Admin fee / account holder | $336 | $6,514-94.8% | $8,777-96.2% | $7,344-95.4% |