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 | $8,766 | $85,766-89.8% | $136,294-93.6% | $70,131-87.5% |
| Participation rate | 55.6% | 74.2%-18.6pp | 81.9%-26.4pp | 69.5%-14.0pp |
| Annual return | 22.34% | 31.45%-9.1pp | 5155.94%-5133.6pp | 73.14%-50.8pp |
| Employer contribution / active EE | $1,039 | $2,966-65.0% | $4,695-77.9% | $2,342-55.6% |
| Participant deferral / active EE | $1,346 | $5,051-73.4% | $6,247-78.5% | $3,332-59.6% |
| Admin fee / account holder | $971 | $5,420-82.1% | $9,243-89.5% | $4,645-79.1% |