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 | $13,732 | $107,934-87.3% | $91,989-85.1% | $152,861-91.0% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.4%-15.8pp |
| Annual return | 35.31% | 89.24%-53.9pp | 69.02%-33.7pp | 345.32%-310.0pp |
| Employer contribution / active EE | $1,079 | $4,210-74.4% | $3,452-68.7% | $4,762-77.3% |
| Participant deferral / active EE | $1,397 | $6,364-78.0% | $5,923-76.4% | $5,850-76.1% |
| Admin fee / account holder | $341 | $10,520-96.8% | $7,743-95.6% | $11,596-97.1% |