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 | $9,306 | $56,114-83.4% | $96,139-90.3% | $85,850-89.2% |
| Participation rate | 16.9% | 56.7%-39.8pp | 68.4%-51.5pp | 69.3%-52.4pp |
| Annual return | 13.25% | 42.30%-29.1pp | 191.94%-178.7pp | 318.53%-305.3pp |
| Employer contribution / active EE | $329 | $1,620-79.7% | $2,797-88.2% | $2,565-87.2% |
| Participant deferral / active EE | $358 | $2,859-87.5% | $4,349-91.8% | $3,952-91.0% |
| Admin fee / account holder | $1,141 | $3,768-69.7% | $5,537-79.4% | $6,260-81.8% |