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 | $9,966 | $54,368-81.7% | $117,039-91.5% | $62,292-84.0% |
| Participation rate | 32.0% | 64.9%-32.9pp | 77.2%-45.1pp | 69.5%-37.5pp |
| Annual return | 16.57% | 21.77%-5.2pp | 18.95%-2.4pp | 28.90%-12.3pp |
| Employer contribution / active EE | $0 | $1,692-100.0% | $3,785-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $643 | $2,269-71.7% | $3,929-83.6% | $3,169-79.7% |
| Admin fee / account holder | $1,295 | $493+162.5% | $5,974-78.3% | $479+170.2% |