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 5-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 | $14,927 | $65,561-77.2% | $86,188-82.7% | $75,163-80.1% |
| Participation rate | 24.6% | 60.5%-35.9pp | 69.0%-44.4pp | 67.2%-42.6pp |
| Annual return | 22.22% | 46.05%-23.8pp | 1168.45%-1146.2pp | 160.62%-138.4pp |
| Employer contribution / active EE | $505 | $1,553-67.5% | $2,380-78.8% | $2,670-81.1% |
| Participant deferral / active EE | $1,090 | $3,024-64.0% | $3,985-72.6% | $4,125-73.6% |
| Admin fee / account holder | $502 | $5,474-90.8% | $6,852-92.7% | $5,651-91.1% |