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 | $19,259 | $109,881-82.5% | $150,045-87.2% | $84,808-77.3% |
| Participation rate | 37.0% | 76.1%-39.0pp | 82.3%-45.3pp | 68.3%-31.3pp |
| Annual return | 21.57% | 28.25%-6.7pp | 62.55%-41.0pp | 40.90%-19.3pp |
| Employer contribution / active EE | $996 | $3,561-72.0% | $4,693-78.8% | $2,631-62.2% |
| Participant deferral / active EE | $2,513 | $6,636-62.1% | $7,997-68.6% | $4,212-40.3% |
| Admin fee / account holder | $787 | $8,568-90.8% | $13,435-94.1% | $7,344-89.3% |