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 | $16,313 | $105,998-84.6% | $92,233-82.3% | $147,584-88.9% |
| Participation rate | 52.6% | 80.4%-27.8pp | 76.5%-23.8pp | 82.8%-30.2pp |
| Annual return | 19.96% | 50.05%-30.1pp | 176.28%-156.3pp | 578.55%-558.6pp |
| Employer contribution / active EE | $7,158 | $4,333+65.2% | $3,679+94.6% | $4,876+46.8% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,486 | $6,332-76.5% | $5,194-71.4% | $10,885-86.3% |