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 | $7,075 | $149,333-95.3% | $106,387-93.4% | $135,375-94.8% |
| Participation rate | 27.3% | 81.5%-54.2pp | 77.5%-50.2pp | 82.6%-55.4pp |
| Annual return | 53.12% | 0.52%+52.6pp | 0.25%+52.9pp | 519.73%-466.6pp |
| Employer contribution / active EE | $0 | $4,984-100.0% | $3,520-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,425 | $7,230-80.3% | $5,421-73.7% | $5,609-74.6% |
| Admin fee / account holder | $3,362 | $15,952-78.9% | $7,510-55.2% | $10,827-68.9% |