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 10-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 | $29,472 | $171,865-82.9% | $149,718-80.3% | $147,584-80.0% |
| Participation rate | 42.9% | 88.2%-45.3pp | 87.1%-44.2pp | 82.8%-40.0pp |
| Annual return | 17.79% | 2113.22%-2095.4pp | 1501.63%-1483.8pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,405 | $6,275-77.6% | $5,445-74.2% | $4,876-71.2% |
| Participant deferral / active EE | $2,065 | $7,271-71.6% | $6,569-68.6% | $5,439-62.0% |
| Admin fee / account holder | $6,079 | $13,799-55.9% | $11,283-46.1% | $10,885-44.2% |