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 | $21,476 | $89,355-76.0% | $141,162-84.8% | $72,985-70.6% |
| Participation rate | 40.0% | 75.1%-35.1pp | 82.5%-42.5pp | 69.5%-29.5pp |
| Annual return | 29.15% | 111.85%-82.7pp | 71.39%-42.2pp | 81.00%-51.9pp |
| Employer contribution / active EE | $1,137 | $3,114-63.5% | $4,735-76.0% | $2,440-53.4% |
| Participant deferral / active EE | $2,293 | $5,418-57.7% | $6,709-65.8% | $3,607-36.4% |
| Admin fee / account holder | $393 | $5,958-93.4% | $10,261-96.2% | $5,124-92.3% |