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 8-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 | $5,598 | $102,382-94.5% | $147,005-96.2% | $80,874-93.1% |
| Participation rate | 65.8% | 75.8%-10.0pp | 82.2%-16.3pp | 67.6%-1.8pp |
| Annual return | 13.16% | 134.89%-121.7pp | 418.76%-405.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,234 | $3,715-66.8% | $4,934-75.0% | $2,756-55.2% |
| Participant deferral / active EE | $1,484 | $6,646-77.7% | $8,070-81.6% | $4,297-65.5% |
| Admin fee / account holder | $478 | $7,942-94.0% | $13,006-96.3% | $6,935-93.1% |