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 | $8,426 | $176,056-95.2% | $159,436-94.7% | $167,490-95.0% |
| Participation rate | 10.0% | 84.9%-74.9pp | 82.8%-72.8pp | 82.1%-72.1pp |
| Annual return | 13.46% | 331.75%-318.3pp | 263.57%-250.1pp | 478.56%-465.1pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $274 | $7,750-96.5% | $7,352-96.3% | $6,341-95.7% |
| Admin fee / account holder | $375 | $12,554-97.0% | $10,799-96.5% | $12,309-97.0% |