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 | $29,751 | $100,041-70.3% | $149,718-80.1% | $70,131-57.6% |
| Participation rate | 39.5% | 83.6%-44.1pp | 87.1%-47.6pp | 69.5%-30.0pp |
| Annual return | 26.87% | 27.43%-0.6pp | 1501.63%-1474.8pp | 73.14%-46.3pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,034 | $4,983-59.2% | $6,569-69.0% | $3,332-39.0% |
| Admin fee / account holder | $1,173 | $8,286-85.8% | $11,283-89.6% | $4,645-74.7% |