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 5-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 | $19,381 | $69,454-72.1% | $180,183-89.2% | $74,304-73.9% |
| Participation rate | 40.9% | 61.8%-20.9pp | 77.4%-36.5pp | 60.3%-19.4pp |
| Annual return | 71.82% | 25.86%+46.0pp | 27.86%+44.0pp | 29.43%+42.4pp |
| Employer contribution / active EE | $0 | $3,155-100.0% | $5,039-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,729 | $4,662-62.9% | $6,822-74.7% | $3,767-54.1% |
| Admin fee / account holder | $765 | $3,036-74.8% | $19,975-96.2% | $2,969-74.2% |