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 4-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 | $18,566 | $102,382-81.9% | $147,005-87.4% | $80,874-77.0% |
| Participation rate | 21.7% | 75.8%-54.1pp | 82.2%-60.4pp | 67.6%-45.9pp |
| Annual return | 18.71% | 134.89%-116.2pp | 418.76%-400.1pp | 35.62%-16.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,757 | $6,646-73.6% | $8,070-78.2% | $4,297-59.1% |
| Admin fee / account holder | $490 | $7,942-93.8% | $13,006-96.2% | $6,935-92.9% |