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 | $33,690 | $81,474-58.6% | $133,956-74.9% | $73,488-54.2% |
| Participation rate | 40.8% | 76.4%-35.6pp | 79.8%-39.1pp | 70.7%-29.9pp |
| Annual return | 13.54% | 19.40%-5.9pp | 45.09%-31.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,222 | $3,786-67.7% | $5,048-75.8% | $3,740-67.3% |
| Admin fee / account holder | $589 | $713-17.5% | $8,927-93.4% | $513+14.7% |