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 | $9,663 | $89,355-89.2% | $141,162-93.2% | $72,985-86.8% |
| Participation rate | 29.5% | 75.1%-45.6pp | 82.5%-52.9pp | 69.5%-39.9pp |
| Annual return | 26.78% | 111.85%-85.1pp | 71.39%-44.6pp | 81.00%-54.2pp |
| Employer contribution / active EE | $800 | $3,114-74.3% | $4,735-83.1% | $2,440-67.2% |
| Participant deferral / active EE | $971 | $5,418-82.1% | $6,709-85.5% | $3,607-73.1% |
| Admin fee / account holder | $1,705 | $5,958-71.4% | $10,261-83.4% | $5,124-66.7% |