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 | $12,515 | $227,553-94.5% | $189,557-93.4% | $167,490-92.5% |
| Participation rate | 63.6% | 82.5%-18.9pp | 78.4%-14.8pp | 82.1%-18.5pp |
| Annual return | 17.27% | 78.40%-61.1pp | 64.17%-46.9pp | 478.56%-461.3pp |
| Employer contribution / active EE | $2,669 | $5,316-49.8% | $4,412-39.5% | $4,837-44.8% |
| Participant deferral / active EE | $1,299 | $7,002-81.4% | $6,174-79.0% | $6,341-79.5% |
| Admin fee / account holder | $1,197 | $11,878-89.9% | $9,807-87.8% | $12,309-90.3% |