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 7-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 | $13,401 | $82,032-83.7% | $123,104-89.1% | $59,632-77.5% |
| Participation rate | 25.0% | 83.2%-58.2pp | 86.8%-61.8pp | 68.7%-43.7pp |
| Annual return | 30.72% | 5.12%+25.6pp | 13.22%+17.5pp | 2041.28%-2010.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,518 | $4,667-67.5% | $6,230-75.6% | $3,192-52.4% |
| Admin fee / account holder | $2,368 | $5,881-59.7% | $9,015-73.7% | $4,297-44.9% |