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 | $4,843 | $183,963-97.4% | $162,163-97.0% | $152,861-96.8% |
| Participation rate | 20.0% | 88.5%-68.5pp | 87.6%-67.6pp | 82.4%-62.4pp |
| Annual return | 25.54% | 150.76%-125.2pp | 115.59%-90.1pp | 345.32%-319.8pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $486 | $8,034-93.9% | $7,298-93.3% | $5,850-91.7% |
| Admin fee / account holder | $477 | $13,121-96.4% | $10,843-95.6% | $11,596-95.9% |