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 | $28,468 | $86,944-67.3% | $107,525-73.5% | $74,304-61.7% |
| Participation rate | 48.5% | 59.6%-11.0pp | 75.1%-26.5pp | 60.3%-11.8pp |
| Annual return | 17.11% | 23.52%-6.4pp | 181.32%-164.2pp | 29.43%-12.3pp |
| Employer contribution / active EE | $1,636 | $2,757-40.7% | $3,754-56.4% | $2,241-27.0% |
| Participant deferral / active EE | $900 | $3,554-74.7% | $5,116-82.4% | $3,767-76.1% |
| Admin fee / account holder | $3,573 | $3,727-4.1% | $8,919-59.9% | $2,969+20.4% |