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 | $6,247 | $115,770-94.6% | $101,248-93.8% | $158,922-96.1% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-33.0pp | 82.0%-39.1pp |
| Annual return | 65.30% | 56.14%+9.2pp | 46.47%+18.8pp | 302.83%-237.5pp |
| Employer contribution / active EE | $816 | $4,175-80.5% | $3,660-77.7% | $4,761-82.9% |
| Participant deferral / active EE | $1,253 | $4,957-74.7% | $4,370-71.3% | $5,982-79.0% |
| Admin fee / account holder | $603 | $7,245-91.7% | $5,945-89.9% | $11,246-94.6% |