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 | $13,766 | $77,503-82.2% | $100,391-86.3% | $80,856-83.0% |
| Participation rate | 29.9% | 76.9%-47.1pp | 81.5%-51.6pp | 67.6%-37.8pp |
| Annual return | 20.72% | 37.20%-16.5pp | 49.20%-28.5pp | 35.59%-14.9pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,174 | $6,820-82.8% | $8,082-85.5% | $4,296-72.7% |
| Admin fee / account holder | $481 | $5,897-91.8% | $7,899-93.9% | $6,918-93.0% |