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 | $18,460 | $85,766-78.5% | $136,294-86.5% | $70,131-73.7% |
| Participation rate | 52.9% | 74.2%-21.2pp | 81.9%-29.0pp | 69.5%-16.6pp |
| Annual return | 22.25% | 31.45%-9.2pp | 5155.94%-5133.7pp | 73.14%-50.9pp |
| Employer contribution / active EE | $1,014 | $2,966-65.8% | $4,695-78.4% | $2,342-56.7% |
| Participant deferral / active EE | $1,793 | $5,051-64.5% | $6,247-71.3% | $3,332-46.2% |
| Admin fee / account holder | $836 | $5,420-84.6% | $9,243-91.0% | $4,645-82.0% |