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 | $4,857 | $89,355-94.6% | $141,162-96.6% | $72,985-93.3% |
| Participation rate | 53.6% | 75.1%-21.5pp | 82.5%-28.9pp | 69.5%-15.9pp |
| Annual return | 45.93% | 111.85%-65.9pp | 71.39%-25.5pp | 81.00%-35.1pp |
| Employer contribution / active EE | $801 | $3,114-74.3% | $4,735-83.1% | $2,440-67.2% |
| Participant deferral / active EE | $1,887 | $5,418-65.2% | $6,709-71.9% | $3,607-47.7% |
| Admin fee / account holder | $550 | $5,958-90.8% | $10,261-94.6% | $5,124-89.3% |