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 10-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 | $23,984 | $91,538-73.8% | $129,995-81.6% | $75,163-68.1% |
| Participation rate | 28.0% | 71.4%-43.4pp | 78.5%-50.5pp | 67.2%-39.2pp |
| Annual return | 18.07% | -631.11%+649.2pp | -137.18%+155.2pp | 160.62%-142.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,101 | $4,341-74.6% | $5,820-81.1% | $4,125-73.3% |
| Admin fee / account holder | $2,192 | $6,790-67.7% | $10,614-79.3% | $5,651-61.2% |