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 7-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 | $10,509 | $69,362-84.8% | $101,248-89.6% | $73,488-85.7% |
| Participation rate | 33.1% | 68.4%-35.3pp | 75.8%-42.7pp | 70.7%-37.6pp |
| Annual return | 28.43% | 18.46%+10.0pp | 46.47%-18.0pp | 28.51%-0.1pp |
| Employer contribution / active EE | $650 | $2,628-75.3% | $3,660-82.2% | $2,270-71.4% |
| Participant deferral / active EE | $1,389 | $3,300-57.9% | $4,370-68.2% | $3,740-62.8% |
| Admin fee / account holder | $564 | $704-19.9% | $5,945-90.5% | $513+9.9% |