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 | $8,416 | $96,484-91.3% | $156,263-94.6% | $74,304-88.7% |
| Participation rate | 7.7% | 67.7%-60.0pp | 78.9%-71.2pp | 60.3%-52.7pp |
| Annual return | 21.25% | 17.73%+3.5pp | 59.47%-38.2pp | 29.43%-8.2pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $369 | $4,286-91.4% | $6,158-94.0% | $3,767-90.2% |
| Admin fee / account holder | $1,486 | $3,728-60.1% | $14,255-89.6% | $2,969-50.0% |