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 7-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 | $21,178 | $81,208-73.9% | $98,907-78.6% | $79,858-73.5% |
| Participation rate | 14.6% | 72.5%-57.9pp | 76.0%-61.4pp | 69.6%-55.0pp |
| Annual return | 26.64% | 60.99%-34.4pp | 196.43%-169.8pp | 31.71%-5.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $951 | $3,265-70.9% | $4,244-77.6% | $3,740-74.6% |
| Admin fee / account holder | $384 | $6,013-93.6% | $6,642-94.2% | $5,306-92.8% |