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 | $28,308 | $86,332-67.2% | $125,175-77.4% | $65,185-56.6% |
| Participation rate | 51.5% | 75.3%-23.8pp | 79.8%-28.3pp | 70.2%-18.7pp |
| Annual return | 19.67% | 27.43%-7.8pp | 43.79%-24.1pp | 29.38%-9.7pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,110 | $3,537-68.6% | $4,937-77.5% | $3,514-68.4% |
| Admin fee / account holder | $3,938 | $609+546.4% | $9,702-59.4% | $847+364.9% |