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 | $6,892 | $89,355-92.3% | $141,162-95.1% | $72,985-90.6% |
| Participation rate | 55.6% | 75.1%-19.6pp | 82.5%-26.9pp | 69.5%-13.9pp |
| Annual return | 27.08% | 111.85%-84.8pp | 71.39%-44.3pp | 81.00%-53.9pp |
| Employer contribution / active EE | $729 | $3,114-76.6% | $4,735-84.6% | $2,440-70.1% |
| Participant deferral / active EE | $1,743 | $5,418-67.8% | $6,709-74.0% | $3,607-51.7% |
| Admin fee / account holder | $336 | $5,958-94.4% | $10,261-96.7% | $5,124-93.4% |