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 7-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 | $2,446 | $91,190-97.3% | $178,490-98.6% | $79,858-96.9% |
| Participation rate | 25.9% | 69.2%-43.3pp | 81.9%-56.0pp | 69.6%-43.7pp |
| Annual return | 46.84% | 24.19%+22.6pp | 151.07%-104.2pp | 31.71%+15.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $465 | $3,236-85.6% | $5,202-91.1% | $3,740-87.6% |
| Admin fee / account holder | $550 | $6,751-91.9% | $13,984-96.1% | $5,306-89.6% |