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 6-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 | $8,076 | $101,317-92.0% | $146,958-94.5% | $74,495-89.2% |
| Participation rate | 46.9% | 75.5%-28.6pp | 82.2%-35.2pp | 67.2%-20.3pp |
| Annual return | 15.60% | 8730.91%-8715.3pp | 418.34%-402.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,827 | $3,810-52.0% | $4,933-63.0% | $2,623-30.3% |
| Participant deferral / active EE | $701 | $7,303-90.4% | $8,070-91.3% | $4,346-83.9% |
| Admin fee / account holder | $2,018 | $1,739+16.0% | $12,998-84.5% | $1,942+3.9% |