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 | $17,348 | $65,561-73.5% | $86,188-79.9% | $75,163-76.9% |
| Participation rate | 44.6% | 60.5%-15.9pp | 69.0%-24.3pp | 67.2%-22.6pp |
| Annual return | 22.31% | 46.05%-23.7pp | 1168.45%-1146.1pp | 160.62%-138.3pp |
| Employer contribution / active EE | $800 | $1,553-48.5% | $2,380-66.4% | $2,670-70.0% |
| Participant deferral / active EE | $1,057 | $3,024-65.1% | $3,985-73.5% | $4,125-74.4% |
| Admin fee / account holder | $882 | $5,474-83.9% | $6,852-87.1% | $5,651-84.4% |