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 4-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 | $15,278 | $159,901-90.4% | $146,958-89.6% | $145,922-89.5% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 27.99% | 98.13%-70.1pp | 418.34%-390.3pp | 561.29%-533.3pp |
| Employer contribution / active EE | $1,266 | $5,286-76.1% | $4,933-74.3% | $4,660-72.8% |
| Participant deferral / active EE | $1,493 | $8,428-82.3% | $8,070-81.5% | $6,688-77.7% |
| Admin fee / account holder | $2,085 | $15,044-86.1% | $12,998-84.0% | $13,397-84.4% |