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 | $17,844 | $72,492-75.4% | $87,100-79.5% | $72,985-75.6% |
| Participation rate | 68.1% | 72.8%-4.7pp | 76.9%-8.8pp | 69.5%-1.4pp |
| Annual return | 26.72% | 24.46%+2.3pp | 28.19%-1.5pp | 81.00%-54.3pp |
| Employer contribution / active EE | $744 | $1,894-60.7% | $2,521-70.5% | $2,440-69.5% |
| Participant deferral / active EE | $1,375 | $3,270-58.0% | $4,049-66.0% | $3,607-61.9% |
| Admin fee / account holder | $424 | $5,055-91.6% | $7,497-94.3% | $5,124-91.7% |