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 | $24,697 | $102,382-75.9% | $147,005-83.2% | $80,874-69.5% |
| Participation rate | 28.6% | 75.8%-47.3pp | 82.2%-53.6pp | 67.6%-39.1pp |
| Annual return | 11.95% | 134.89%-122.9pp | 418.76%-406.8pp | 35.62%-23.7pp |
| Employer contribution / active EE | $968 | $3,715-74.0% | $4,934-80.4% | $2,756-64.9% |
| Participant deferral / active EE | $2,231 | $6,646-66.4% | $8,070-72.4% | $4,297-48.1% |
| Admin fee / account holder | $4,705 | $7,942-40.8% | $13,006-63.8% | $6,935-32.2% |