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 | $18,417 | $226,064-91.9% | $182,532-89.9% | $152,861-88.0% |
| Participation rate | 69.6% | 82.5%-12.9pp | 78.0%-8.4pp | 82.4%-12.9pp |
| Annual return | 10.30% | 192.51%-182.2pp | 148.54%-138.2pp | 345.32%-335.0pp |
| Employer contribution / active EE | $1,393 | $4,978-72.0% | $4,076-65.8% | $4,762-70.7% |
| Participant deferral / active EE | $875 | $6,368-86.3% | $5,524-84.2% | $5,850-85.0% |
| Admin fee / account holder | $867 | $10,703-91.9% | $8,592-89.9% | $11,596-92.5% |