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 | $16,048 | $73,787-78.3% | $98,716-83.7% | $82,448-80.5% |
| Participation rate | 56.4% | 61.4%-5.0pp | 69.3%-12.9pp | 68.1%-11.7pp |
| Annual return | 14.39% | 18.57%-4.2pp | 31.81%-17.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $550 | $1,511-63.6% | $2,279-75.8% | $2,551-78.4% |
| Participant deferral / active EE | $1,100 | $3,081-64.3% | $4,048-72.8% | $4,139-73.4% |
| Admin fee / account holder | $1,827 | $6,500-71.9% | $8,703-79.0% | $7,234-74.8% |