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 | $13,798 | $103,376-86.7% | $87,100-84.2% | $152,861-91.0% |
| Participation rate | 53.3% | 79.3%-26.0pp | 76.9%-23.5pp | 82.4%-29.1pp |
| Annual return | 20.19% | 28.10%-7.9pp | 28.19%-8.0pp | 345.32%-325.1pp |
| Employer contribution / active EE | $734 | $3,220-77.2% | $2,521-70.9% | $4,762-84.6% |
| Participant deferral / active EE | $838 | $4,778-82.5% | $4,049-79.3% | $5,850-85.7% |
| Admin fee / account holder | $644 | $12,205-94.7% | $7,497-91.4% | $11,596-94.5% |