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 | $24,748 | $87,870-71.8% | $113,168-78.1% | $74,304-66.7% |
| Participation rate | 53.8% | 70.7%-16.9pp | 76.6%-22.8pp | 60.3%-6.5pp |
| Annual return | 17.19% | 26.44%-9.2pp | 24.27%-7.1pp | 29.43%-12.2pp |
| Employer contribution / active EE | $672 | $2,277-70.5% | $2,975-77.4% | $2,241-70.0% |
| Participant deferral / active EE | $949 | $4,241-77.6% | $5,107-81.4% | $3,767-74.8% |
| Admin fee / account holder | $1,808 | $3,368-46.3% | $12,068-85.0% | $2,969-39.1% |