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 8-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 | $17,753 | $59,417-70.1% | $93,606-81.0% | $74,495-76.2% |
| Participation rate | 19.2% | 59.7%-40.5pp | 68.7%-49.6pp | 67.2%-48.0pp |
| Annual return | 12.35% | 81.83%-69.5pp | 133.20%-120.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $460 | $1,264-63.6% | $2,420-81.0% | $2,623-82.5% |
| Participant deferral / active EE | $828 | $3,050-72.8% | $4,411-81.2% | $4,346-80.9% |
| Admin fee / account holder | $340 | $3,021-88.7% | $8,285-95.9% | $1,942-82.5% |