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 | $8,541 | $85,202-90.0% | $172,739-95.1% | $72,985-88.3% |
| Participation rate | 67.1% | 70.1%-3.0pp | 82.6%-15.5pp | 69.5%-2.4pp |
| Annual return | 23.63% | 27.32%-3.7pp | 802.84%-779.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $610 | $3,324-81.7% | $5,143-88.1% | $2,440-75.0% |
| Participant deferral / active EE | $828 | $3,260-74.6% | $5,198-84.1% | $3,607-77.1% |
| Admin fee / account holder | $1,052 | $5,884-82.1% | $13,954-92.5% | $5,124-79.5% |