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 | $7,631 | $51,708-85.2% | $106,619-92.8% | $62,891-87.9% |
| Participation rate | 36.3% | 66.9%-30.6pp | 78.0%-41.7pp | 69.3%-33.0pp |
| Annual return | 4.81% | 4.69%+0.1pp | 9.42%-4.6pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $821 | $2,315-64.5% | $3,930-79.1% | $3,203-74.4% |
| Admin fee / account holder | $417 | $3,349-87.5% | $6,418-93.5% | $4,296-90.3% |