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 9-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 | $13,249 | $70,669-81.3% | $169,368-92.2% | $75,163-82.4% |
| Participation rate | 58.1% | 64.8%-6.7pp | 77.1%-19.1pp | 67.2%-9.1pp |
| Annual return | 18.90% | 36.36%-17.5pp | 405.60%-386.7pp | 160.62%-141.7pp |
| Employer contribution / active EE | $606 | $2,211-72.6% | $4,013-84.9% | $2,670-77.3% |
| Participant deferral / active EE | $1,151 | $4,311-73.3% | $6,221-81.5% | $4,125-72.1% |
| Admin fee / account holder | $2,028 | $5,402-62.5% | $9,003-77.5% | $5,651-64.1% |