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 | $25,107 | $86,286-70.9% | $111,297-77.4% | $85,850-70.8% |
| Participation rate | 38.2% | 73.3%-35.1pp | 77.3%-39.1pp | 69.3%-31.1pp |
| Annual return | 15.13% | 19.99%-4.9pp | 54.65%-39.5pp | 318.53%-303.4pp |
| Employer contribution / active EE | $702 | $2,043-65.6% | $2,731-74.3% | $2,565-72.6% |
| Participant deferral / active EE | $1,112 | $3,641-69.4% | $4,487-75.2% | $3,952-71.8% |
| Admin fee / account holder | $1,015 | $8,188-87.6% | $7,964-87.3% | $6,260-83.8% |