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 | $27,199 | $95,453-71.5% | $112,040-75.7% | $82,448-67.0% |
| Participation rate | 54.5% | 72.8%-18.2pp | 76.5%-21.9pp | 68.1%-13.5pp |
| Annual return | 16.62% | 23.92%-7.3pp | 24.52%-7.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $878 | $2,318-62.1% | $2,954-70.3% | $2,551-65.6% |
| Participant deferral / active EE | $1,685 | $4,224-60.1% | $5,098-66.9% | $4,139-59.3% |
| Admin fee / account holder | $2,151 | $9,013-76.1% | $12,098-82.2% | $7,234-70.3% |