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 9-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 | $18,343 | $67,984-73.0% | $65,493-72.0% | $74,304-75.3% |
| Participation rate | 47.9% | 66.3%-18.4pp | 73.1%-25.2pp | 60.3%-12.5pp |
| Annual return | 15.73% | 19.87%-4.1pp | 982.45%-966.7pp | 29.43%-13.7pp |
| Employer contribution / active EE | $573 | $2,491-77.0% | $2,574-77.7% | $2,241-74.4% |
| Participant deferral / active EE | $919 | $3,346-72.5% | $3,961-76.8% | $3,767-75.6% |
| Admin fee / account holder | $1,855 | $1,373+35.1% | $5,028-63.1% | $2,969-37.5% |