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 | $35,455 | $88,087-59.7% | $164,866-78.5% | $74,546-52.4% |
| Participation rate | 51.8% | 73.1%-21.3pp | 78.6%-26.8pp | 67.2%-15.4pp |
| Annual return | 17.91% | 17.27%+0.6pp | 69.97%-52.1pp | 1366.03%-1348.1pp |
| Employer contribution / active EE | $920 | $2,595-64.6% | $4,343-78.8% | $2,624-65.0% |
| Participant deferral / active EE | $2,154 | $4,499-52.1% | $6,033-64.3% | $4,347-50.4% |
| Admin fee / account holder | $1,534 | $2,232-31.3% | $12,689-87.9% | $1,944-21.1% |