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 | $11,396 | $65,409-82.6% | $98,442-88.4% | $85,850-86.7% |
| Participation rate | 24.4% | 65.0%-40.6pp | 73.3%-48.9pp | 69.3%-44.9pp |
| Annual return | 12.24% | 21.76%-9.5pp | 1492.73%-1480.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $229 | $2,168-89.4% | $2,960-92.3% | $2,565-91.1% |
| Participant deferral / active EE | $510 | $3,166-83.9% | $4,276-88.1% | $3,952-87.1% |
| Admin fee / account holder | $1,365 | $4,593-70.3% | $5,949-77.1% | $6,260-78.2% |