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 5-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 | $12,106 | $91,538-86.8% | $129,995-90.7% | $75,163-83.9% |
| Participation rate | 48.8% | 71.4%-22.7pp | 78.5%-29.7pp | 67.2%-18.4pp |
| Annual return | 14.16% | -631.11%+645.3pp | -137.18%+151.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,362 | $2,845-52.1% | $4,320-68.5% | $2,670-49.0% |
| Participant deferral / active EE | $1,719 | $4,341-60.4% | $5,820-70.5% | $4,125-58.3% |
| Admin fee / account holder | $313 | $6,790-95.4% | $10,614-97.1% | $5,651-94.5% |