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 | $13,093 | $82,664-84.2% | $125,339-89.6% | $68,494-80.9% |
| Participation rate | 44.2% | 75.0%-30.9pp | 82.4%-38.2pp | 67.9%-23.7pp |
| Annual return | -16.86% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $731 | $3,381-78.4% | $4,814-84.8% | $2,596-71.8% |
| Participant deferral / active EE | $1,373 | $6,110-77.5% | $7,446-81.6% | $4,027-65.9% |
| Admin fee / account holder | $885 | $6,275-85.9% | $10,010-91.2% | $5,403-83.6% |