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 | $14,316 | $57,828-75.2% | $117,039-87.8% | $70,131-79.6% |
| Participation rate | 49.2% | 67.1%-17.9pp | 77.2%-28.0pp | 69.5%-20.4pp |
| Annual return | 18.64% | 17.55%+1.1pp | 18.95%-0.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $604 | $1,816-66.8% | $3,785-84.0% | $2,342-74.2% |
| Participant deferral / active EE | $831 | $2,438-65.9% | $3,929-78.9% | $3,332-75.1% |
| Admin fee / account holder | $622 | $3,548-82.5% | $5,974-89.6% | $4,645-86.6% |