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 10-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 | $16,966 | $138,065-87.7% | $123,544-86.3% | $135,375-87.5% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -2.43% | 153.68%-156.1pp | 119.20%-121.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $922 | $5,151-82.1% | $4,628-80.1% | $4,779-80.7% |
| Participant deferral / active EE | $1,090 | $6,799-84.0% | $6,426-83.0% | $5,609-80.6% |
| Admin fee / account holder | $9,094 | $10,916-16.7% | $9,284-2.0% | $10,827-16.0% |