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 | $22,152 | $73,360-69.8% | $177,989-87.6% | $74,495-70.3% |
| Participation rate | 19.3% | 66.6%-47.3pp | 77.1%-57.8pp | 67.2%-47.9pp |
| Annual return | 18.74% | 17.49%+1.3pp | 294.48%-275.7pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $735 | $2,216-66.9% | $3,949-81.4% | $2,623-72.0% |
| Participant deferral / active EE | $1,139 | $4,513-74.8% | $6,276-81.9% | $4,346-73.8% |
| Admin fee / account holder | $1,324 | $1,808-26.7% | $10,363-87.2% | $1,942-31.8% |