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 | $7,158 | $165,335-95.7% | $149,696-95.2% | $158,922-95.5% |
| Participation rate | 64.3% | 84.6%-20.3pp | 82.5%-18.2pp | 82.0%-17.7pp |
| Annual return | 17.56% | 348.15%-330.6pp | 276.60%-259.0pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,168 | $5,103-77.1% | $4,644-74.9% | $4,761-75.5% |
| Participant deferral / active EE | $2,316 | $7,181-67.8% | $6,842-66.2% | $5,982-61.3% |
| Admin fee / account holder | $1,750 | $10,807-83.8% | $9,309-81.2% | $11,246-84.4% |