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 | $9,278 | $149,679-93.8% | $117,039-92.1% | $147,584-93.7% |
| Participation rate | 47.4% | 83.5%-36.1pp | 77.2%-29.8pp | 82.8%-35.5pp |
| Annual return | 14.03% | 19.31%-5.3pp | 18.95%-4.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,251 | $4,937-74.7% | $3,785-66.9% | $4,876-74.3% |
| Participant deferral / active EE | $915 | $4,912-81.4% | $3,929-76.7% | $5,439-83.2% |
| Admin fee / account holder | $941 | $7,856-88.0% | $5,974-84.2% | $10,885-91.4% |