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 8-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 | $7,537 | $58,879-87.2% | $178,490-95.8% | $73,488-89.7% |
| Participation rate | 11.7% | 66.2%-54.5pp | 81.9%-70.2pp | 70.7%-59.0pp |
| Annual return | 18.99% | 24.86%-5.9pp | 151.07%-132.1pp | 28.51%-9.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $445 | $2,567-82.7% | $5,202-91.4% | $3,740-88.1% |
| Admin fee / account holder | $1,804 | $400+350.8% | $13,984-87.1% | $513+251.7% |