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 | $12,941 | $154,117-91.6% | $129,995-90.0% | $139,434-90.7% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 16.49% | 32.48%-16.0pp | -137.18%+153.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,008 | $5,289-43.1% | $4,320-30.4% | $4,751-36.7% |
| Participant deferral / active EE | $720 | $6,710-89.3% | $5,820-87.6% | $6,710-89.3% |
| Admin fee / account holder | $333 | $14,007-97.6% | $10,614-96.9% | $11,403-97.1% |