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 | $18,384 | $165,335-88.9% | $149,696-87.7% | $158,922-88.4% |
| Participation rate | 39.1% | 84.6%-45.4pp | 82.5%-43.3pp | 82.0%-42.8pp |
| Annual return | 13.64% | 348.15%-334.5pp | 276.60%-263.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,930 | $7,181-73.1% | $6,842-71.8% | $5,982-67.7% |
| Admin fee / account holder | $450 | $10,807-95.8% | $9,309-95.2% | $11,246-96.0% |